You open the file when you get hired. Beverly reads the executed contract, fills in what it read straight off the form, and holds anything it is not near certain about for you.
The worst hour of any deal is the one after the contract is executed, spent typing what the contract already says into somewhere else. Beverly reads the contract instead. Where a fact sits in a known box on a known form, Beverly is near certain and gets on with it. Where it does not, Beverly asks you rather than guessing.
- You open the file. Ask Beverly to start one in the conversation, hand over the contract and let Beverly open the file around it, open it from the transactions screen, or turn an offer you already had reviewed into a file.
- You put the contract in. Drag it in or attach it to the conversation, on the website or on your phone. Digital contracts are read straight through. A scan or a photo is read with character recognition.
- Beverly fills in what the form says. Property, parties, their contact details, escrow and title, earnest money, and every date the contract puts in a box. These come off the form by position rather than by interpretation, which is why they are applied rather than queued, and each one still shows the clause it came from.
- Beverly hands you everything else. Anything read by interpretation rather than off a box waits for you as a card in the conversation. So does any date with no actual day in it, and any date that would move a deadline already on the file.
What gets applied without you, and what does notThis is the honest version and it changed in September 2026. A fact Beverly read out of a known box on a known form is near certain, and it is written onto the file and onto the calendar without waiting for a click, because a screen full of things to confirm is a screen nobody reads. Everything else waits for you. Three cases always wait, whatever the confidence: a deadline with no calendar day on it, because that is a question rather than a row; a date that would move a deadline already on your file, because moving one is your call; and anything the form did not spell out plainly. The file records which rows Beverly applied and which a person clicked, permanently, so the two can never be confused later.
The sale price does not come out of the contractThis is worth knowing before you go looking for it. The price in a Texas contract is split across three blanks and the text layer scrambles them, so Beverly refuses to read it rather than reporting a number that might be wrong by a decimal place. The price arrives when the closing disclosure or the settlement statement does, which is late in the deal. Until then the file has your parties, your dates and your earnest money, and no price. You can type it in.
Which contracts Beverly actually knows box by boxThe box by box reading is built for the Texas promulgated forms, their amendments, the Texas title commitment and inspection report, plus the federal closing disclosure and settlement statement. Hand Beverly a contract from another state and it is read by interpretation instead, with no positional check behind it, which means more of it waits for you and less of it is certain. We would rather say which forms we have done the work on than imply all of them.
Telling Beverly which title company you useSay "my title company is Capital Title on Congress", "we always use Capital Title for title" or "my escrow officer is Jane Smith at Capital Title" and Beverly asks one question before saving anything: save it as your preferred title company, yes or no. A yes saves it in your vendors with the star on. When the next contract names that company, Beverly matches it to that saved office, and whatever contact details are saved with it (an officer, an email, a phone number, which you can say in the same sentence or add on the Vendors page) fill the title contact on the file instead of being asked for. Beverly never changes a vendor you already saved without saying so in that question: a different office or a different officer is kept as it is and added beside, and only the star moves.
Who is the buyer and who is the sellerBeverly read a contract backwards once, because the form prints the name before the label. The names and their phone numbers and emails are now read by where they sit on the page rather than by what a model made of the sentence, and that reading overrules the model when the two disagree. Anything genuinely ambiguous is dropped rather than guessed at.
Walkthrough comingA contract goes in and a working file comes out
Every proposed date traced back to the paragraph that created it, and rejected as easily as accepted. Planned length: 2 minutes. We would rather leave the space marked than fill it with something staged, so this is a slot and not a video yet.