The AI agent for transaction coordinators
Sauna runs the closing file: it builds the contract-to-close checklist, chases missing signatures and disclosures, sends contingency-deadline reminders, and drafts the status update each agent and lender is waiting on.
What it does
What Sauna does for transaction coordinators
- 01
Build the closing timeline
Sauna reads the executed purchase agreement in Dropbox, drafts the contract-to-close checklist with inspection, appraisal, and financing-contingency dates, and posts it to the deal record in Follow Up Boss.
- 02
Chase missing documents
It tracks which disclosures and addenda are still unsigned in DocuSign and drafts the follow-up email to the agent, buyer, or title company for each gap.
- 03
Flag deadline slippage
Sauna watches contingency and earnest-money deadlines on the Google Calendar and drafts a Slack alert when a date is two days out and the document isn't back.
- 04
Draft the weekly status update
It compiles each open file's stage from Follow Up Boss into a per-deal status summary and drafts the recap email to the agents and lenders involved.
Put Sauna to work on this.
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Ask in chat. It does the work.
Sauna shows up where you already work — the web app, Slack, email, iMessage, and Superhuman. It reads what it needs, does the task, and comes back with the draft for your approval.
Try it
Ask in plain words
The literal prompt for this job. Open it in Sauna and it picks up from there.
“Pull every open file in Follow Up Boss, list which disclosures are still unsigned in DocuSign, and draft the chase email to each agent for the gaps.”
Plugs into the tools you already run — and thousands more, or any MCP server.
Good to know
Questions, answered.
Will it send documents out or e-sign on my behalf?
No. Sauna drafts the chase emails and flags what's outstanding in DocuSign, but it never sends or signs anything until you approve it.
Can it invent a closing date the contract doesn't support?
No. Every deadline it puts on the timeline is read from the executed contract in Dropbox, and it cites the clause it pulled each date from.
Is my data safe?
Sauna reads only what you connect, and acts only after you approve. Your workspace and its memory are yours, not training data.
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More ways teams use Sauna
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