A deal does not end at closing, it ends when your brokerage passes the file and releases the money. Beverly works that last step too.
In testingBuilt, and running in our own testing environment. It is switched off for customer accounts, so you cannot use it yet. The Transaction Assistant is built and runs against real contracts in our own testing environment. It is switched off for customer accounts, so you cannot use it today, and Beverly says so plainly if you ask for it rather than pretending to do it. It is on this site because it is close, not because it is available. This part is held back even harder than the rest: it drafts the document that decides who gets paid, so it is switched off everywhere except our own testing, and it has no submit button anywhere in it, by construction rather than by choice.
Every brokerage has a list, and the list is the thing between you and your cheque. It is different at every office, nobody publishes it in a form a machine can read, and the chase after a file gets bounced is the least pleasant hour in the business. Beverly works the list with you.
Your brokerage's list goes in once. Beverly starts you from a template and you correct it. The file says plainly whether a line is something Beverly guessed or something you confirmed against the real list, because those two should never look the same.
The file is checked against it. Each line carries what your broker actually said about it, rather than only whether the document is there. So a second pass chases what got bounced instead of everything.
The packet comes out as one document. Every required item assembled into a single paginated file with a cover memo and an index, in the order the list asks for.
The payment request is filled in for you. The sheet your brokerage wants before it releases your commission, pre-filled from the file, with each figure traceable to where it came from. You copy it into your brokerage's own system.
Nothing here is connected to your brokerageBeverly does not log into your brokerage's system, does not submit anything to it, and is not integrated with any of them. Naming a brokerage in the setup picks a starting checklist, and that is all it means. There is no submit button anywhere in this part of the product, and that is a property of how it is built rather than a button we have not added yet.
Beverly never handles bank detailsNothing in the payment request can hold an account number, a routing number or a bank name. That is not a filter applied afterwards, it is that no field exists to put one in, and anything shaped like a set of payment instructions trying to reach one of these documents stops the document being built at all. Where the money goes is a line a person fills in, every time.
Only two lists are real so farThere is a worked checklist for one large brokerage and a general one for everybody else. The other names in the picker start from the general list. Any line is yours to change, and the file keeps saying which lines a person has actually checked, so a half set up list cannot quietly read as a finished one.
Three lines on the list depend on your stateThe agency disclosure, the seller's disclosure, and the receipt for anything the buyer paid for an early window to walk away are not the same line in every state. Where Beverly holds your state, the line is named the way your state names it. Where Beverly does not, the line keeps its general name and says plainly that Beverly could not name it for you, rather than showing you another state's form. And where your state's own answer is that there is nothing to collect, Beverly strikes the line and tells you why instead of leaving you to spot it. Which states Beverly holds today is on the which states Beverly works in page.