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contract-received

Extract key fields from purchase contract PDFs and generate email drafts and an Arive data entry checklist.

Updated Mar 8, 2026
Search Tags:#email automation#data entry#contract management#real estate#crm integration#loan processing
One-click install
npx skills add https://github.com/AStyer8345/loanos --skill contract-received
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: contract-received
Source: https://github.com/AStyer8345/loanos/tree/main/skills/user/contract-received
Command: npx skills add https://github.com/AStyer8345/loanos --skill contract-received

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill automates the critical initial steps of processing a new real estate purchase contract, saving significant time and reducing the risk of errors in data entry and communication.

Core Features & Use Cases

  • Automated Data Extraction: Extracts all key details from a purchase contract PDF.
  • Multi-Party Communication: Generates professional email drafts for transaction parties and a personalized welcome email for the borrower.
  • Data Entry Preparation: Creates a comprehensive checklist for Arive data entry.
  • Use Case: When Adam receives a signed purchase contract, he can use this Skill to instantly generate the necessary email drafts to all parties and a detailed checklist for his CRM, allowing him to kick off the loan process immediately.

Quick Start

Use the contract-received skill to process the attached purchase contract PDF for the buyer Jane Doe.

Frequently Asked Questions about contract-received

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate real estate contract processing and loan kickoff from a PDF?▼

Automating real estate contract processing involves parsing executed purchase contract PDFs to extract key fields, generating reply-all transaction emails, borrower welcome emails, and an Arive data entry checklist to instantly kick off the loan process.

Can I use Zapier Outlook integration to create draft emails from extracted contract data?▼

Yes, this contract processing workflow utilizes Zapier's Outlook tool to automatically create professional draft emails for transaction parties and borrowers directly from the key fields extracted from the purchase contract PDF.

How does automated data extraction from purchase contracts work for CRM integration?▼

Automated data extraction from purchase contracts works by parsing the PDF to identify critical loan and property fields, then organizing them into a comprehensive checklist formatted for direct CRM integration and data entry into Arive.

What is the best way to generate a borrower welcome email and transaction party notifications?▼

The best way to generate a borrower welcome email and transaction party notifications is by automating field extraction from the executed contract to instantly populate and draft multi-party communications through Zapier's Outlook integration.

Do I need Arive and Zapier to process contracts and launch loans automatically?▼

You need Zapier's Outlook tool for automated draft email creation and Arive for loan processing data entry, as the workflow generates a specific checklist for Arive and utilizes Zapier to handle the email automation pipeline.

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