Features
Real estate intake automation that keeps coordinators out of the weeds.
Norma Intake replaces scattered emails, PDFs, and follow-up texts with one intake workflow that captures documents, extracts deal data, and sends a finished handoff where your team already works.
What teams gain
Share one reusable intake link with every agent.
Collect contracts, addenda, and notes in a single flow.
Turn submissions into structured data and branded PDFs.
By the numbers
1
link to share with every agent
0
manual re-entry steps required
24/7
intake capture without coordinator bottlenecks
What this workflow improves
Standardize every new file
Every agent follows the same intake path, so your team gets consistent data instead of a different handoff style from every office.
Collect documents before the chase begins
The workflow starts with the contract upload, which means the intake is grounded in the actual deal instead of memory or copied text.
Move from intake to operations faster
Once submitted, the data is already packaged for email, internal review, and downstream tools like Zapier, Make, or webhook destinations.
How Norma Intake fits the workflow
Why intake automation matters for real estate teams
Transaction coordinators lose time when intake starts in inbox threads, text messages, and half-completed forms. Automation creates a predictable front door so every file begins with the same required details, the same supporting documents, and the same delivery path.
Built for contract-to-close work, not generic forms
Norma Intake is designed around real estate transaction workflows. Agents upload the agreement first, AI reads what it can, and the form only asks for what still needs a person to confirm. That makes the process faster for agents and cleaner for the coordinator receiving the file.
- Role-aware intake for listing-side and buyer-side workflows
- Human review before submission so data quality stays high
- Branded cover sheet generation for immediate handoff
From submission to inbox in one pass
When the intake is complete, Norma Intake turns that submission into an operational deliverable. Coordinators get a polished PDF summary and structured data at the same time, which reduces swivel-chair work and speeds up file setup.
Getting agents to actually use it
The practical question behind choosing intake software is simple: how do you get agents to submit cleaner files without another training burden? Norma Intake answers that by starting with the contract and keeping the process short.
Keep exploring
Pricing
Start free with everything you need, then upgrade to Pro when your volume grows.
Review pricingUse cases
See how transaction coordinators and real estate teams use Norma Intake in their daily workflows.
Explore use casesBlog
Guides and articles on intake automation, workflow design, and getting more from your TC process.
Visit the blogFrequently asked questions
Does real estate intake automation still let agents review data?
Yes. Norma Intake uses AI to prefill what it can from the contract, but the agent reviews and corrects the answers before submitting so your coordinator gets human-verified information.
Can I use intake automation without changing my whole stack?
Yes. Norma Intake can deliver a PDF to email and send structured data to Zapier, Make, or webhooks, so you can plug it into the systems your team already uses.
Who is this feature best for?
It is best for transaction coordinators, compliance teams, and real estate operations leaders who need a cleaner contract-to-close intake process.