Getting a deal started
Create a deal (email only)
By emailing homie@oun.homes, you can create new deals without logging in. How to prompt (via email):- “Create a new purchase deal for 742 Evergreen Terrace, Springfield”
- “Start a listing for 100 Oak Avenue”
- “New lease deal for 456 Elm Street”
- This only works via email, not chat.
- Include the property address and transaction type.
- If you’re a TC or admin, Homie can create the deal on behalf of a specific agent: “Create a purchase deal for 123 Main St for agent Sarah Johnson.”
Edit deal data
Homie updates the structured data fields on your deal — contacts, dates, financials, property details. How to prompt:- “Change the closing date to May 15”
- “Update the buyer’s phone to 555-987-6543”
- “Set the contract price to $500,000”
- “Add the seller’s email as bob@email.com”
- “Set the buyer to Jane Smith, email jane@email.com, phone 555-123-4567”
- “Add Sarah Johnson as the TC” (resolves from your team members)
- Ask “What fields can I edit on this deal?” to see all available fields.
- Homie normalizes values — phone numbers get formatted, names get capitalized.
- When you update deadline fields (like closing date), linked calendar events update automatically.
- If you reference a team member by name, Homie matches them from your organization’s team list.
Retrieve deal data
Homie pulls current values from your deal data fields. How to prompt:- “What’s the current contract price?”
- “What’s the buyer’s email?”
- “Show me the closing date and all contingency deadlines”
- “Who are the parties on this deal?”
Update deal status
Homie moves your deal through the transaction lifecycle. How to prompt:- “Mark this deal as under contract”
- “Close this deal”
- “Cancel this transaction”
- “Archive this deal”
- Valid statuses: Pre-Contract, Under Contract, Closed, Archived, Canceled.
- You can use natural language: “The deal fell through” → Canceled. “We closed” → Closed.
- Status changes can trigger side effects (e.g., canceling removes pending calendar events).
Working with documents
Draft a document
Homie creates new documents from state-specific templates. It selects the right template based on your deal’s state and transaction type, fills in what it can from your deal data and property records, and applies your preferences and standard market defaults. How to prompt:- “Draft a purchase agreement”
- “Create a seller’s disclosure”
- “Draft a financing addendum”
- “Draft a purchase agreement with the buyer as Jane Smith and the price at $350,000”
- Homie applies standard defaults for your state (inspection periods, common elections). Always review before sending for signatures.
- You can combine drafting and filling in one message.
- Ask “What documents can I create?” to see all available templates for your deal.
Autofill a document
Homie fills in as many fields as possible on an existing document using your deal data, public property records, your document preferences, and standard market defaults for your state. How to prompt:- “Fill in everything you can on the purchase agreement”
- “Autofill the contract”
- “Populate the disclosure form with what you have”
- “Fill in the addendum — only the financial fields”
- Autofill is designed to get a document as complete as possible in one step — then you review and adjust.
- You can limit scope: “Only fill the buyer and seller sections” or “Just update pages 1-3.”
- Homie won’t overwrite fields that are already filled unless it has a clearly more accurate value.
Edit document fields
Homie sets, updates, or clears specific fields within a document. It handles text, dates, dollar amounts, percentages, checkboxes, and radio selections. How to prompt:- “Set the buyer name to Jane Smith”
- “Update the contract price to $425,000”
- “Change the closing date to May 15, 2025”
- “Check the as-is box on the contract”
- “Set the earnest money to 200”
- “Clear the seller concessions field”
- Be specific about which document if your deal has multiple: “On the purchase agreement, set…”
- Homie formats values automatically — phone numbers, dollar amounts, dates all get normalized.
- You can set multiple fields at once in a single message.
- Changes sync back to your deal data automatically.
Upload a document
Attach files in chat and Homie processes them — extracting data, adding them to the deal, and organizing them. How to prompt:- Attach a PDF and say “Add this to the deal”
- Attach a file and say “This is the inspection report”
- Attach documents and say “File these in the Closing Documents folder”
- You can attach up to 5 files per message.
- Homie extracts data from uploaded documents and can use it to fill other forms.
Summarize a document
Homie reads a document and gives you a concise, sectioned summary covering key terms, parties, dates, amounts, and obligations. How to prompt:- “Summarize the purchase agreement”
- “What are the key terms in the contract?”
- “Summarize the inspection report — focus on the costs”
- “Give me an overview of the addendum”
- You can direct the focus: “Focus on deadlines”, “Highlight the financial terms”, “What are the contingencies?”
- Summaries are capped at ~400 words to keep them scannable.
Retrieve data from a document
Homie pulls specific data points from a document’s fields — dates, amounts, party names, selections. How to prompt:- “What’s the closing date in the contract?”
- “Who are the buyers on the purchase agreement?”
- “What’s the earnest money amount?”
- “What option did we select for the financing contingency?”
- This retrieves actual field values, not summaries. Use this when you need a specific data point.
- Homie can interpret contract clauses and date math (e.g., “when does the option period expire?”).
Retrieve a document
Homie fetches the latest version of a document so you can download it. How to prompt:- “Send me the purchase agreement”
- “Get the latest version of the contract”
- “Download the disclosure form”
Archive a document
Homie hides a document from your active document list without deleting it. How to prompt:- “Archive the old addendum”
- “Remove the draft version of the contract”
- “Archive the expired listing agreement”
- Archived documents can be viewed by toggling “Show Archived” on the documents page.
- Archiving does not delete anything.
Manage folders
Homie creates, renames, and archives folders, and moves documents between them — organizing your deal the way a TC would. How to prompt:- “Create a folder called Closing Documents”
- “Create folders for Contracts, Disclosures, and Inspection”
- “Move the purchase agreement into the Contracts folder”
- “Move the inspection report out of the root and into Inspection”
- “Archive the old Offer Packet folder”
- “Show me the folder structure”
- If you don’t specify a folder name, Homie names it based on the documents involved.
- Moving a document out of a folder without specifying a destination puts it back in the root.
Getting signatures
Send for signatures
Homie routes documents to DocuSign for e-signature, assigning signers based on the roles in your deal. How to prompt:- “Send the purchase agreement for signatures”
- “Get the buyer and seller to sign the contract”
- “Send the addendum for signatures”
- Homie assigns signature fields based on the roles in your deal data (buyer, seller, agents).
- Make sure your deal data has names and emails for all signing parties before sending.
- Once sent, the document is locked until signatures complete or you void the envelope.
Remind signers
Homie resends signing reminders to recipients who haven’t signed yet. How to prompt:- “Remind the signers on the purchase agreement”
- “Nudge the buyer to sign”
- “Send another reminder for the contract”
Void signatures
Homie cancels a pending DocuSign envelope and unlocks the document for editing. How to prompt:- “Void the signatures on the purchase agreement”
- “Cancel the pending signature request”
- “Cancel the DocuSign envelope for the contract”
- Signers are notified that the request was canceled.
- The document is unlocked so you can make changes and resend.
Communicating with parties
Draft and send emails
Homie drafts and sends deal-related emails to any party on your deal — buyers, sellers, agents, title, lender, inspectors, and more. It resolves recipients from your deal data using role names or party names. How to prompt:- “Email the buyer’s agent about the inspection results”
- “Send the title company a note about the closing date change”
- “Draft an email to the lender requesting a status update on the appraisal”
- “Email the seller that we’re extending the option period”
- “Send the inspector’s report to the buyer”
- Homie sends from your connected email account. You and the deal owner are CC’d automatically.
- You can reference roles (buyer, seller, lender, title, inspector) or names — Homie matches them to contacts in your deal data.
- Email is the supported channel. If you ask to text someone, Homie will offer to send an email instead.
- Homie can attach documents to emails: “Email the contract to the title company.”
Schedule meetings and events
Homie sends scheduling emails on your behalf — inspections, showings, signings, walkthroughs, and more. How to prompt:- “Email the buyer to schedule a showing for Tuesday at 2pm”
- “Send the inspector a scheduling email for Thursday morning”
- “Set up a walkthrough with the buyer for Friday at 10am”
- Homie drafts the scheduling email with the details you provide and sends it from your email account.
- Recipients are resolved from your deal data the same way as regular emails.
Staying on top of deadlines
Set calendar events
Homie creates, updates, and deletes calendar invites for deal milestones and deadlines — closing, inspections, contingency expirations, and more. How to prompt:- “Schedule the closing for March 15 at 2pm”
- “Create calendar events for all the key dates on this deal”
- “Add an inspection event for Tuesday at 10am — include the buyer and the inspector”
- “Move the closing to March 20”
- “Cancel the inspection calendar invite”
- “What calendar events are on this deal?”
- You and the deal owner are always included on calendar events.
- You can specify additional attendees: “Include the lender and title company.”
- “Create events for all key dates” sets up calendar events for every populated deadline on your deal.
- When you update a deadline in deal data, linked calendar events update automatically.
Set reminders
Homie creates one-time or recurring reminders for follow-ups, deadline checks, and tasks. Reminders send notifications to you and relevant parties. How to prompt:- “Remind me to follow up with the lender on Friday”
- “Set a weekly reminder to check on the appraisal until it comes back”
- “Create a daily reminder about the inspection contingency until March 20”
- “Remind me and the buyer’s agent to submit the repair request by next Tuesday”
- “What reminders are set on this deal?”
- “Remove the weekly lender follow-up”
- Available frequencies: one-time, daily, weekly, monthly.
- Recurring reminders need an end date: “Weekly until March 30.”
- Reminders send notifications — they won’t automatically execute actions. If you ask Homie to “automatically draft a contract next Friday,” it will suggest setting a reminder instead.
Syncing with your TMS
Send/sync to TMS
Homie pushes documents to SkySlope (if linked) or sends them via email to your TMS. How to prompt:- “Send the purchase agreement to SkySlope”
- “Sync all documents to TMS”
- “Push the contract to the transaction system”
- If SkySlope is linked, documents go directly via API. If not, they’re emailed to your TMS email address.
- You can sync individual documents or all documents at once.
Getting help
Expert guidance
Homie answers real estate questions with state-specific, deal-aware guidance. It cross-references public property records, county data, and tax records to ground its advice in real facts about your property and jurisdiction. How to prompt:- “What’s the standard inspection period in Texas?”
- “What disclosures are required for this deal?”
- “Walk me through the option period process”
- “Is this property in a flood zone?”
- “Does this property have an HOA?”
- “What addenda do I need for a condo purchase in my state?”
- “What’s the typical timeline from contract to close?”
- Expert guidance is advice-only — Homie won’t take any actions. It answers questions and explains processes.
- Guidance is grounded in your specific deal context — your state, property, and transaction type.
- If the answer depends on property facts (HOA, flood zone, year built), Homie looks them up.
Multi-step requests
Homie handles complex requests that span multiple capabilities in a single message:- “Draft the purchase agreement, fill in the buyer as Jane Smith, and send it for signatures”
- “Create a Closing Documents folder, move the contract and addendum there, and sync everything to SkySlope”
- “Update the closing date to April 30, reschedule the calendar invite, and email the title company about the change”
- “Set the buyer to Jane Doe, the contract price to $400,000, and create calendar events for all key dates”
Chat vs. email
Most capabilities work the same in both channels, with one key difference:| Capability | Chat | |
|---|---|---|
| Everything above | Yes | Yes |
| Create new deals | No | Yes — email homie@oun.homes |
What Homie can’t do
- Create deals from chat — use the dashboard or email Homie at homie@oun.homes
- Send text messages — email is the supported communication channel
- Work outside a deal — Homie operates within a specific deal’s context (except deal creation via email)
- Execute future actions automatically — Homie can set reminders, but can’t schedule itself to take action later without your input