Everything you need to know to manage your Texas real estate transactions from start to finish.
Welcome to EstatePilot! After you register, you automatically get a 30-day free trial with full access to every feature. No credit card required until your trial ends.
Once logged in, you'll land on your Dashboard — your home base. From here you can:
Before creating your first transaction, take a minute to set up your Profile. This saves you time on every deal because your agent and broker information will be automatically filled into each new transaction.
Click Profile in the top navigation menu.
Click the pencil icon to edit. Enter your full name, license number, email, phone, team name, and MLS ID. This information gets placed on the correct side of every form based on your role in the transaction (buyer's agent or seller's agent).
Click the pencil icon on the Broker section. Enter your broker's firm name, license number, address, phone, and email. This fills the broker section of your forms automatically.
Click the pencil icon on the top section to add a profile picture and display name.
Your profile also includes a Transaction History section at the bottom where you can see all your transactions, edit them, or delete them — just like on the Dashboard.
A transaction is the container for everything related to a single real estate deal.
On your Dashboard, click the blue Create New Transaction button.
Fill in the client name (the person you are representing), select the date, and choose whether you are the buyer's agent or seller's agent. This tells the system which side of the transaction you're on.
After creating the transaction, you'll be taken to the Transaction Dashboard where all the magic happens.
This is where EstatePilot saves you hours of work. Upload your contracts, amendments, addenda — anything related to the deal — and the AI will automatically extract the key data.
On your Transaction Dashboard, click the Extracted Data tab.
Drag and drop or click to upload your documents. Supported formats include PDF, Word (.docx), and text files.
The AI reads through your documents and extracts all relevant transaction data — buyer/seller info, property details, financial terms, dates, and more. This usually takes just a few seconds.
After extraction, the AI-populated data appears in the Master Data section. This is the single source of truth for your entire transaction.
Scroll through the extracted fields. Everything is organized into logical sections: buyer info, seller info, property details, financial terms, dates, and more.
Click on any field to edit it. The AI is very accurate, but you should always verify the key numbers — sales price, earnest money, option fee, closing date — before proceeding.
Click Save to commit your edits. All saved data flows directly into your forms.
EstatePilot watches for data inconsistencies in two places: during document uploads and when you edit form fields.
When you upload multiple documents (e.g., an original contract and then an amendment), the system may detect conflicting information — like a different closing date or sales price.
When conflicts are detected, a conflict resolution panel appears showing you exactly what changed and which document each value came from.
For each conflict, you can: Accept the new value (from the latest document), keep the original value, or enter a custom value.
Once you've resolved all conflicts, save. The Master Data updates accordingly.
When you edit a field in Document Management that was auto-filled from the Master Form, the system detects the change and presents you with a choice:
The Document Management tab is where you see all your TREC and TAR forms. The system automatically calculates how many fields in each form can be filled from your Master Data.
Click a form row to open the PDF viewer. You'll see the form with your transaction data automatically filled in. Auto-filled fields are highlighted in purple so you can see what came from your Master Data.
Click on any field to edit it. If you change a value that was auto-filled from the Master Form, the system will ask you how to handle the difference — keep the Master Form value, apply your change to this form only, or update the Master Form so all forms reflect the new value. (See Handling Conflicts for details.)
Click Save to store your changes. Next time you open the form, everything is preserved — your edits are applied on top of the auto-filled data.
Once a form is 100% filled, you can send it directly to your client for electronic signature through DocuSign — without ever leaving EstatePilot.
Confirm the send when prompted. The document is sent to your client's email address (pulled from the Master Data).
The Signing column updates in real-time. You can click the refresh icon to check for the latest status.
Once signed, a download link appears. Click it to get the fully executed PDF.
EstatePilot includes an AI-powered expert chat that specializes in Texas real estate transactions. It knows TREC rules, TAR forms, and can see your transaction data to give you relevant advice.
On your Transaction Dashboard, click the chat icon on the left side of the screen. The chat panel slides open.
Ask questions like:
"What fields am I missing on the TREC 20-17?"
"What's the standard option period in Texas?"
"My buyer wants to back out during option period — what are the steps?"
"Which forms do I need for a residential resale?"
The chat assistant can see your current transaction data. It knows what's been filled in and what's missing, so it can give you specific guidance for your deal.
EstatePilot offers a simple subscription plan:
To manage your subscription, click Subscription in the top navigation menu. From there you can:
PDF, Word documents (.docx), and plain text files (.txt).
Yes! You can edit the Master Data directly. You can also edit fields on individual forms — if you change a value that came from the Master Form, the system will ask whether to keep the original, apply the change to just that form, or update the Master Form for all forms.
The system detects the conflicts and presents them to you for resolution. You choose which value to keep for each field.
The system shows a conflict resolution popup with three options: keep the Master Form value, use your new value for that form only, or update the Master Form so all forms get the new value. This prevents silent inconsistencies across your documents.
It goes to your client's email address as stored in the Master Data (buyer email or seller email, depending on your role in the transaction).
Yes, at any time. Go to Subscription in the top menu and click "Manage Subscription" to access the billing portal. Your access continues until the end of the current billing period.
Yes. All data is encrypted in transit (HTTPS) and stored in a secured PostgreSQL database. We never share your transaction data with third parties.
Simply click the field and correct it. The AI is highly accurate but not perfect — always review before signing.