Turn your closing docs into searchable gold with a little help from our virtual agent, Rockford.
Got binders? Your team sits with us and our agent Rockford to scan and extract a sample project into an organized resource that’s easy to use—and future-ready. No tech skills needed—we’ll guide you through it.
You'll walk away with:
A clean, searchable index of key project details captured and organized
Options to consider for the rest of your portfolio. We can collaborate with you or teach you how to proceed on your own.
Immediate integration with Two Cents dashboards, trackers, and Copilot agents
Our friendly agents do the heavy lifting, helping you get more value out of the records you already have. This unlocks a smarter, faster knowledge base and workflow trackers for your portfolio.
Two sessions of hands-on work with our staff and Copilot agents. Data sharing agreement required.
