Three-section backend build
This is the operating checklist for disclosures, payment, intake, property assessment, attorney packet support, Gemini research, and outside data vendors.
1 · Client flow
- Landing Start My Plan buttons route to /trust/agreement.
- Client initials Exhibits A–F and signs before checkout.
- Checkout returns to /trust/intake after payment.
- Trust intake redirects to /trust/property-assessment.
- Attorney portal validates all intake, disclosures, Exhibit F, and property facts before drafting.
2 · Firm review flow
- Open /firm/cases and enter the firm password.
- Open a case and run Validate Handoff before AI drafting.
- Use Property Research Workspace for Zillow, county appraiser, clerk, tax, court, lien, foreclosure, and lis pendens links.
- Run Gemini Research to create a due-diligence memo; it does not claim records were verified until a human or licensed vendor confirms them.
- Build Attorney Packet to assemble the handoff for attorney review.
3 · Outside service providers to connect
- Valuation/rent data: choose a licensed feed such as RentCast, ATTOM, HouseCanary, CoreLogic, or similar. Do not scrape Zillow without permission.
- Title/lien/encumbrance: choose DataTree, PropLogix, First American, or a county-record/title vendor with API access.
- Mortgage payoff/balance: choose a consent-based mortgage verification provider; most lenders require borrower authorization.
- Public records: choose a court/clerk aggregator if county-by-county manual review is not enough.
- After choosing vendors, save their keys as TITLE_VENDOR_API_KEY, TITLE_VENDOR_BASE_URL, PUBLIC_RECORDS_VENDOR_API_KEY, PUBLIC_RECORDS_VENDOR_BASE_URL, MORTGAGE_BALANCE_VENDOR_API_KEY, and MORTGAGE_BALANCE_VENDOR_BASE_URL.
Important compliance note
The app now generates attorney research links and a Gemini due-diligence memo, but property value, rent comps, title defects, liens, lis pendens, foreclosure, mortgage balances, and public-record obstacles must be verified by the attorney, staff, or a licensed data vendor before final legal advice or document delivery.