Maria Santos · senior closer

Coastal Title · Coral Gables, FL · this is who Roam works for

Tue · 9:14 AM

What's on Maria's plate right now

CLOSE 2 PM Henderson · wire still pending · realtor on hold
5 INBOXES scanned hourly · 47 unread · 12 payoff replies to chase
LAST WEEK missed addendum on a rushed intake · TRID 3-day reset · rate lock expired

When intake slips, the file slips. A wrong legal, a missed FIRPTA, an EMD wired early. Each one costs days.

Outlook orders@coastaltitle.com · shared inbox · 47 unread today ↓ this is the one we'll read

Alex Rivera <alex.rivera@compass.com>

to: orders@coastaltitle.com · cc: pat.ruiz@coldwellbanker.com

New purchase file. 412 Casuarina Concourse · Lopez / Kim

Hey Maria,

Got another one for you! Sarah Lopez (and her husband Daniel) buying David Kim's place at 412 Casuarina. Contract attached, executed yesterday. Targeting Friday June 12 to close.

Sarah's still shopping the lender so I'll send LO info as soon as she locks. Please send EMD wire instructions ($50K) to Sarah directly when the file's open. She's ready to wire same-day.

Thanks!

Alex
Compass Florida · 305-555-0119

PDF

Lopez_Kim_412_Casuarina_executed.pdf

12 pages · 1.2 MB · FloridaRealtors®/FloridaBar® AS IS Residential Contract (Rev. 12/24)

↓

Realtor email is 4 sentences. Every detail Maria needs is buried in the 12-page contract attached. Roam recognized the form: FloridaRealtors®/FloridaBar® AS IS Residential Contract for Sale and Purchase (Rev. 12/24). Press Play. Roam reads every page, pulls the 27 fields Maria would otherwise type by hand, audits for missing initials, and queues the downstream workflow.

1Email arrives

2Roam reads PDF

3Summary

4Workflow runs

Ready · press Play

Alex Rivera · Compass Florida

alex.rivera@compass.com → orders@coastaltitle.com

Tue · 9:14 AM

New purchase file. 412 Casuarina Concourse · Lopez / Kim

Hey Maria,

Got another one for you! Sarah Lopez (and her husband Daniel) buying David Kim's place at 412 Casuarina. Contract attached, executed yesterday. Targeting Friday June 12 to close.

Sarah's still shopping the lender so I'll send LO info as soon as she locks. Please send EMD wire instructions ($50K) to Sarah directly when the file's open. She's ready to wire same-day.

Thanks!

Alex
Compass Florida · 305-555-0119

PDF

Lopez_Kim_412_Casuarina_executed.pdf

12 pages · 1.2 MB · FloridaRealtors®/FloridaBar® AS IS Residential Contract (Rev. 12/24)

→

Roam detected a contract attachment. Recognized form: FloridaRealtors®/FloridaBar® Residential Contract (Rev. 12/24). Press Play to read the contract and open the order.

A standard order intake email. Same shape your team gets every day.

FAR/BAR AS IS Residential · Rev. 12/24

Page 1 of 12

FLORIDA REALTORS®

THE FLORIDA BAR

"AS IS" Residential Contract for Sale and Purchase

THIS FORM HAS BEEN APPROVED BY THE FLORIDA REALTORS® AND THE FLORIDA BAR

PARTIES: Sarah Lopez and Daniel Lopez ("Buyer"),

and David Kim ("Seller"),

agree that Seller shall sell and Buyer shall buy the following described Real Property and Personal Property (collectively, the "Property") on the terms and conditions of this "AS IS" Residential Contract for Sale and Purchase and any riders and addenda ("Contract"). The Property is sold "AS IS" with no obligation by Seller to make repairs or improvements except as may be specifically agreed.

1. PROPERTY DESCRIPTION:

(a)Street address, city, zip:412 Casuarina Concourse, Coral Gables, FL 33143

(b)Located in:Miami-DadeCounty, Florida.

(c)Real Property tax/folio identification number(s):03-5132-066-0070

(d)Legal description:Lot 7, Blk 12, COCOPLUM SECTION ONE, per PB 119/45

(e) Personal Property includes existing range(s), refrigerator(s), dishwasher(s), ceiling fan(s), light fixture(s), and window treatment(s).

Buyer phone:(305) 555-0192

Buyer email:sarah.lopez@northshorearch.com

Seller phone:(305) 555-0884

Seller email:dkim@morsemarine.net

2. PURCHASE PRICE (U.S. Currency):$ 1,425,000.00

(a)Initial deposit to be held in escrow by Coastal Title ("Escrow Agent")$50,000.00

Escrow Agent: Coastal Title · 2701 Ponce de Leon Blvd, Coral Gables FL 33134 · escrow@coastaltitle.com · (305) 555-0100

(c)Total financing (see Paragraph 8)$1,140,000.00

(e)Balance to close by wire transfer$235,000.00

Financing type:Conventional · 80% LTV

3. TIME FOR ACCEPTANCE; EFFECTIVE DATE:

(a) If not signed by Buyer and Seller and delivered to all parties on or before April 22, 2026, this offer shall be deemed withdrawn.

(b) The effective date of this Contract shall be the date when the last one of the Buyer and Seller has signed or initialed and delivered this offer or final counter-offer ("Effective Date"): April 24, 2026.

4. CLOSING DATE:

This Contract shall be closed and the closing documents delivered on June 12, 2026 ("Closing Date").

8. FINANCING:

(a) Loan type: Conventional · 30 yr fixed · Loan amount: $1,140,000 · Max rate: 7.50%

Lender (proposed):_____________________ [BLANK · TBD per § 8(b) loan-application clause]

(b) Buyer shall apply for the Loan within 5 days after Effective Date and shall use good faith and diligent effort to obtain a Loan Approval.

12. INSPECTION PERIOD:

Buyer shall have 10 days from Effective Date.

ADDITIONAL TERMS & CONDITIONS:

Sale contingent on Buyer's pending sale of 7821 Old Cutler Road, Coral Gables; 15-day kick-out clause.

HOA:Cocoplum Property Owners Assoc. · KW Property Management · ~$1,180/mo

Listing brokerage:Alex Rivera · Compass Florida LLC · 305-555-0119

Buyer's brokerage:Pat Ruiz · Coldwell Banker · 305-555-0287

A real Florida purchase agreement. Same form your realtors send every day.

1Email received

awaiting human Play

✓

Sender verified

Alex Rivera · Compass FL · in your contacts · 47 prior orders together

✓

Attachment recognized

FloridaRealtors®/FloridaBar® AS IS Residential Contract for Sale and Purchase · Rev. 12/24 · 12 pages · 1.2 MB

✓

Form template loaded

Roam knows the structure of this form · 27 fields across all pages · audits for missing initials & signatures · sources cited per field

⏸

Holding for human start

Roam never reads, files, or actions anything without your team pressing Play. You stay in control.

What your closer is responsible for at this step

Decide whether this email is one Roam should handle (default: yes for known senders)
Override or escalate if anything looks off (spoofed sender, unfamiliar form, urgency mismatch)
Press Play when ready · or batch-process all morning intake at once

Roam removes the typing.
Your team still owns the judgment.

Relationships, calls, closing day, exceptions, sign-off. All still human.

The roadmap

Twelve workflows.
About nine hours of closer time, per file.

Each one follows the pattern Phase 1 just demonstrated: read, summarize, draft, run, hold the sensitive stuff. We ship them in order. Your team feels each one disappear from the day.

workflows across the close

~9 hr

closer time, per file
across full deployment

~1 FTE

recovered per 50 files/month
linear scaling · 100/mo = 2 FTE

Live now Phase 1 · this demo

Order intake

18 actions queued from one PA · 25 min saved per file

Next The two pains your team named

Inbox triage

5 shared inboxes consolidated · one prioritized queue · replies drafted as they arrive

Chase queue

Payoffs, HOA estoppels, missing items · fired, followed up, parsed, escalated only if stalled

Q4 2026 Through the contract

Payoff demand processing

Authorization in · demand out · reconciled to file before close

Vendor coordination

HOA, survey, municipal lien, tax, FIRPTA · pinged, parsed, filed

CD prep + TRID 3-day clock

The #1 anxiety in every closer's day · 48h alert · CD drafted against payoffs and HOA

Q1 2027 Closing day and after

Signing scheduling

Window negotiated with parties · room booked · notary confirmed

Recording follow-up

OR Book/Page tracked · recorded image pulled and filed

Post-close packet

Owner's policy, recorded deed, settlement statement, payoff confirmations · delivered

Q2 2027 Compliance and audit

Premium remittance

Monthly underwriter · compiled, reconciled, drafted for upload

Trust account reconciliation

ALTA BP 4.0 Pillar 2 monthly three-way · drafted for CFO sign-off

E&O / claims file

When something goes wrong: timeline, emails, approvals, audit log · assembled in minutes

Every title workflow, automated.
One file at a time.

"AS IS" Residential Contract for Sale and Purchase

1. PROPERTY DESCRIPTION:

2. PURCHASE PRICE (U.S. Currency):$ 1,425,000.00

3. TIME FOR ACCEPTANCE; EFFECTIVE DATE:

4. CLOSING DATE:

8. FINANCING:

12. INSPECTION PERIOD:

ADDITIONAL TERMS & CONDITIONS:

Roam removes the typing.
Your team still owns the judgment.

Twelve workflows.
About nine hours of closer time, per file.

Run Phase 1 on your shared inbox.
No new tools for your team. No data migration.

Every title workflow, automated.One file at a time.

"AS IS" Residential Contract for Sale and Purchase

1. PROPERTY DESCRIPTION:

2. PURCHASE PRICE (U.S. Currency):$ 1,425,000.00

3. TIME FOR ACCEPTANCE; EFFECTIVE DATE:

4. CLOSING DATE:

8. FINANCING:

12. INSPECTION PERIOD:

ADDITIONAL TERMS & CONDITIONS:

Roam removes the typing.Your team still owns the judgment.

Twelve workflows.About nine hours of closer time, per file.

Run Phase 1 on your shared inbox.No new tools for your team. No data migration.

Every title workflow, automated.
One file at a time.

Roam removes the typing.
Your team still owns the judgment.

Twelve workflows.
About nine hours of closer time, per file.

Run Phase 1 on your shared inbox.
No new tools for your team. No data migration.