Create the approved milestone record
Represent the transaction type, parties, roles, dates, dependencies, documents, communication rules, and accountable professional owners.
AI transaction updates
SocialCode designs transaction-update workflows that organize approved milestones, owners, documents, dates, dependencies, and communications across clients and professionals while keeping legal interpretation, negotiation, disclosure, and licensed duties with authorized people.

DIRECT ANSWER
Real-estate transactions involve many parties, documents, contingencies, inspections, financing, title, dates, and local rules. The AI role can collect status from approved systems, prepare factual reminders, identify missing dependencies, and route questions. It should not interpret contracts, waive conditions, modify dates, disclose protected information, or imply professional advice.
Represent the transaction type, parties, roles, dates, dependencies, documents, communication rules, and accountable professional owners.
Use authorized sources to identify completed, pending, overdue, changed, and conflicting milestones without assuming silence means completion.
Send or draft approved status, reminders, document requests, and next steps without exposing information to the wrong party.
Route legal interpretation, negotiation, disclosure, contingency, deadline-change, dispute, lending, title, and low-confidence questions.
WHAT CHANGES
Authorized participants can see the current verified status, owner, dependency, and next action appropriate to their role.
Missing documents, conflicting dates, unconfirmed completion, and stalled dependencies reach the responsible professional sooner.
Approved updates occur from current records while interpretation and consequential decisions remain with people.
QUESTIONS ANSWERED
Each answer is written to help you make the next decision without forcing a sales conversation.
It can support defined administrative coordination. Licensed activity, legal interpretation, fiduciary duties, negotiation, and jurisdiction-specific responsibilities remain with qualified people.
It may extract candidate fields for verification, but the authoritative document and authorized professional determine contractual meaning and deadlines.
Use role-based access, minimum necessary data, approved channels, audit records, retention controls, and explicit rules about which participant may receive each update.
START WITH THE CONSTRAINT
Bring us the milestone map, authoritative systems, participant roles, communication policy, and exception paths. We will define the administrative layer and its hard boundaries.
Start the diagnostic