Abstract: The present invention discloses a method and system that can produce high quality documentation for real estate transactions by the preparation of a set of real estate related templates with context help and guided questionaires. The real estate transaction process is first organized into various steps, with each step having context help and guided questionaires. Various real estate documents are then attached to each step of the real estate transaction process, with the documents being corresponded to a set of pre-prepared templates with template context help and template guided questionaires. The process through the steps is the served as a guide to guide a user through the real estate transaction process, ensuring completely and accurately preparing the documentations and the real estate transaction.

Abstract: The present invention discloses a method and system for electronically aggregating and controlling of documents in a real estate transaction by the assignment of various meta-attributes to the documents when they are uploaded to the system. Based on the attributes, the documents are put into folders having the same attribute-associated characteristics, and from then, the system can aggregate the documents as classified by the attributes. The attributes can be assigned manually to the documents by the persons uploading the ducuments, can be assigned automatically with the same attribute of the folder to be uploaded to, or can be assigned automatically based on a default attribute list in which all documents in a real estate transaction are assigned a default attribute.

Abstract: The present invention property walkthrough results in a complete survey of the house with all the appropriate vendors contacted for preparing the house for listing. The present invention method and system comprises online/offline walkthrough forms that allow the agent to conduct a walkthrough, which, at the end, automatically results in order creation for vendors. Using an existing vendor profile, vendors for respective property related tasks such as property inspection, maintenance, verifications of permits, are notified. Further, alerts and reminders are also setup automatically to ensure the handling of contingencies.