Built for Transaction Coordinators
The intake that delivers itself.
Share one link with your agents. They upload the agreement, AI pre-fills the form, and your polished cover sheet lands in your inbox while structured data flows to your workflow tools — no chasing, no logging in, no retyping.
Login-free intake for agents
AI-assisted contract extraction
Free up to 5 intakes/mo
Interactive Demo
See the intake workflow before you sign up.
Upload a purchase agreement to see the guided intake, AI-assisted prefill, and the cover sheet PDF.
How It Works
Contract-first intake for cleaner contract-to-close workflows.
Share one branded intake link
Give agents a login-free path to start every file. One link replaces scattered emails, PDFs, and custom checklists.
Upload the contract and extract the basics
The agreement becomes the starting point. AI pre-fills the intake so the agent reviews instead of typing from scratch.
Deliver a coordinator-ready handoff
Norma Intake sends a polished cover sheet plus structured data so your team can act on the submission immediately.
Cover Sheet PDF
Intake Cover Sheet
Structured for quick TC review — delivered automatically.
Sale Price
$560,000
Submitted Mar 4, 2026
Parties
Agent
Jordan Vale
jordan@example.com · (555) 111-2222
Seller
Piper Stone
Buyer
Michael Torres
Deal Details
What You Get
A cover sheet designed to be the deliverable.
Norma Intake turns every agent submission into a branded, structured PDF delivered to your inbox — and structured data forwarded to your workflow tools. Ready to scan, trust, and file. No reformatting, no chasing, no extra steps.
What gets extracted
- Property address, price, and key dates
- Agent and party contact details
- Commission structure and referral data
- Title, attorney, HOA, and access notes
What stays human-reviewed
- Confirm AI-filled values before submitting
- Correct anything the agreement presents unusually
- Add operational notes that are not in the contract
Why Norma Intake
Purpose-built for the way transaction coordinators actually work.
Built for transaction coordinators
This is not generic form software. The workflow is designed around cleaner handoffs, faster file setup, and fewer missing details after contract execution.
Better conversion from agents
Agents submit more reliably when the process begins with the contract and avoids unnecessary typing, account creation, or back-and-forth clarification.
Operational value on day one
Email delivery, branded PDFs, and workflow sync make every submission useful immediately instead of parking the data in another dashboard.
Explore
Learn more about Norma Intake.
Dive deeper into features, use cases, comparisons, and guides to see how Norma Intake fits your workflow.
Real estate intake automation
See how Norma Intake replaces scattered emails and PDFs with one clean workflow from contract to close.
Visit pageDocument AI extraction
Explains how contract-first, human-reviewed extraction improves both completion rate and data quality.
Visit pageTransaction coordinators
Shows how coordinators use Norma Intake to eliminate repetitive cleanup and receive better file handoffs.
Visit pageReal estate teams
Explains how team leaders standardize intake and improve onboarding consistency as volume scales.
Visit pageDotloop alternative
Comparison page for teams evaluating Norma Intake against broader transaction platforms.
Visit pageBlog
Guides and articles on real estate intake, workflow automation, and getting more from your contract-to-close process.
Visit pagePricing Snapshot
Simple, transparent pricing.
Free
$0/month
Perfect for validating the workflow with live agent submissions and real coordinator handoffs.
Review the full pricing pagePro
$14/month
Built for active TC workflows that need unlimited volume and a custom share URL that feels team-owned.
See plan detailsCommon questions
What makes Norma Intake different from a generic intake form?
Norma Intake starts with the real estate contract, uses AI to prefill the intake, and turns the submission into a coordinator-ready deliverable. Generic forms usually stop at collection.
Do agents need to create an account to submit intake?
No. Agents can open the shared link, upload the agreement, review the extracted details, and submit without a login.
Can Norma Intake work with our current transaction stack?
Yes. Teams can receive the PDF by email and send structured intake data to Zapier, Make, or webhook destinations, which makes it easy to fit Norma Intake into existing workflows.
How does pricing work?
The free plan includes up to 5 submitted intakes per month. Pro is $14/month and unlocks unlimited submitted intakes plus a custom share URL.