Reviewing a deal

Documentation Index

Fetch the complete documentation index at: https://docs.oun.homes/llms.txt

Use this file to discover all available pages before exploring further.

Once a deal has a checklist assigned and documents linked, you can run a compliance review to surface issues across the transaction.

​

Starting a review

1. Open the deal from the Compliance dashboard
2. Click Start Review

Oun analyzes each document linked to the checklist, then cross-references documents against each other and checks for jurisdiction-specific requirements. This usually takes a minute or two depending on how many documents are linked. While the review is running, you’ll see a “Reviewing documents” status. You can navigate away — the review continues in the background.

​

Auto-matching documents

When you assign a checklist to a deal, Oun automatically tries to match existing documents to checklist items based on document type. Auto-matched items show an Auto badge. You can also trigger auto-matching manually by clicking the Auto Assign button (magic wand icon) on the compliance review page. This is useful after uploading new documents. To manually assign a document to a checklist item, click the item and select a document from the deal.

​

Reviewing findings

After a review completes, findings appear organized by checklist item and severity.

​

Viewing findings on a document

Click any checklist item with findings to open the document detail view. This shows:

• The PDF on the left with colored highlight overlays marking where each finding was detected
• A findings list on the right with details and actions

Click a finding in the sidebar to jump to its location in the PDF. Findings are color-coded by severity — critical in red, major in orange, minor in yellow, advisory in gray.

​

Resolving a finding

When a finding has been addressed, click Resolve to mark it as done. Resolved findings appear faded with a strikethrough. You can Unresolve if you need to reopen it.

​

Dismissing a finding

If a finding isn’t actionable — for example, it flags something that’s correct for your deal — click Dismiss. You can add an optional reason explaining why. Dismissed findings are tracked separately and can be restored with the Restore button.

​

Creating a manual finding

Admins and TCs can add findings that the AI didn’t catch:

1. Open a checklist item’s document detail view
2. Click Add Finding
3. Enter a title, severity, and optional recommendation
4. Save

Manual findings work the same as AI-detected ones — they can be resolved, dismissed, and are included in summary emails.

​

Approving and rejecting documents

After reviewing a document’s findings, admins and TCs can mark the checklist item as Approved or Rejected.

• Approve — the document meets compliance requirements. The item is marked complete.
• Reject — the document has issues that need to be addressed. You can add rejection notes explaining what needs to change.

Both actions can be undone — use Remove Approval or Remove Rejection to revert to “Awaiting Review.” The compliance dashboard tracks approval progress (e.g., “3/5 Approved”). When all required, assigned, or waived checklist items have been approved, the deal moves to Completed.

​

Waiving checklist items

If a required document doesn’t apply to a particular deal, click Waive on the checklist item and add optional notes explaining why. Waived items count toward compliance completion. To reverse a waiver, click Unwaive to return the item to pending status.

​

Sending compliance summary emails

You can email a compliance summary to deal stakeholders:

1. Click Email Summary on the compliance review page
2. Select recipients — the deal owner is pre-selected, and you can add team members or shared users
3. Send

The email includes an overview of findings grouped by severity, document approval status, and any items still needing attention. You can also send findings for a specific document by clicking Email Findings from the document detail view.

​

Using Homie for compliance

You can ask Homie to handle compliance tasks through chat:

• “Start a compliance review for this deal”
• “Show me all compliance findings”
• “Resolve this finding” / “Dismiss this finding”
• “Approve the purchase agreement checklist item”
• “What’s the checklist status for this deal?”
• “Send a compliance summary to the deal owner”
• “Assign a checklist to this deal”

See What Homie can do for the full list of capabilities.

​

FAQ