Documents, photos and e-signing

Property photos and paperwork, collected in the same conversation.

A seller can send property photos through the conversation. Recovery OS can receive supported images, keep the context of the conversation and route them to the right customer or property workflow.

Document collectionPhoto intakeE-signatureCRM file routingImage-aware AI

Supported images and documents

  • Property photos from the seller
  • Pre-approval letter
  • Photo ID for the transaction file
  • Disclosure packets
  • Signed representation agreements
  • Repair or inspection photos

What it collects for your team

  • Buyer and seller document collection
  • Property photos
  • Identification and supporting files
  • Configured disclosures and forms
  • E-signature workflows with status tracking
  • Transaction-intake documents

How the image workflow runs

  1. 1.The agent collects buyer or seller intake in the conversation.
  2. 2.Photos and documents are sent by text or email.
  3. 3.Supported images are labeled and grouped by property and transaction stage.
  4. 4.Files are attached to the contact and the deal record.
  5. 5.The agent is notified when the packet is complete or an item is missing.

Where everything ends up

Customer
Calls, texts or chats about what they need.
AI worker
“Please send a photo of the document.”
Customer sends photo or file
Through supported messaging channels or the website chat.
Recovery OS
Receives the file, reads supported images, associates it with the customer and updates the workflow.
CRM / customer record
Stored or routed into your CRM or connected system where supported.
Next action
Appointment, signature request, human review, another document request or a completed task.

E-signing

Recovery OS can support workflows that generate or send configured documents for electronic signature, track their status and move the customer to the next step once completed. Your business controls the templates, required fields, signature fields, approval logic, routing rules and which documents are authorized.

What the agent does not do

The agent organizes documents and photos. It does not value property, negotiate, or give legal or transactional advice.

Recovery OS does not replace licensed brokers, agents, transaction coordinators or legal review.

Available capabilities vary by channel, connected system and configured workflow. External file storage depends on the connected system’s supported API, webhook and document capabilities.