The Overview tab is the deal's single source of truth. Its centerpiece, the Transaction Record card, holds the facts LetterScript extracted from your documents — the full deal sheet a coordinator would otherwise build by hand: address, APN, sale price, list price, the deposit structure (earnest money, increased deposit, seller credits), financing type, buyer's broker compensation, who pays which closing costs (escrow fee, title policy, transfer taxes, the Natural Hazard Disclosure report, home warranty), escrow holder and file number, HOA and occupancy status, key dates, and highlights.
It fills itself in
You don't type these fields. A brand-new deal shows a single prompt in their place — click Upload documents right there to add the first files. As each uploaded document finishes Analyzing, its facts merge into the record:
- The purchase agreement anchors most of it — price, parties, contingency periods, cost allocations.
- Counter offers supersede the original terms they amend; the record always reflects the finally-agreed numbers and dates.
- Later documents enrich and cross-check what's already there. The more of the file you upload, the firmer the record gets.
Every value traces back to a document
No fact in the record is just asserted — each one remembers where it was read. Values that carry a source are underlined; click one to see it in context.
- Most values open the document at the exact spot, with the value highlighted on the page.
- Some values open the assistant instead, focused on the one document the value came from, with the question already written for you — press Enter to run it, or reword it first.
The second case is deliberate, and worth understanding. Some facts are a conclusion rather than a phrase the document prints. A purchase agreement saying "the Property is within the Stonelake Master Association" establishes that there's an HOA — but the word "yes" appears nowhere on the page, so there's nothing honest to highlight. Rather than drop you at the top of a 20-page contract to hunt for it, LetterScript hands the question to the assistant, which reads the document and answers with a citation you can click straight through to the right page.
The same happens for who pays which cost (the answer is a checked box, not the words "Buyer" or "Seller"), occupancy, sale type, and for anything we couldn't pin down — a scanned page with no searchable text, for instance.
A value you corrected yourself shows a green you badge and no source link — the displayed value is now yours, not the document's.
Parties become contacts
The people on the documents become the deal's Parties automatically — buyers, sellers, both agents (with brokerage and license number), transaction coordinators, the escrow officer, the loan officer — each with whatever phone and email the paperwork (and, for trusted senders, deal email) states. Extraction only ever fills blanks: a party you typed or edited yourself is never renamed or overwritten, and details found later just complete the card. These contacts are what the email composer suggestions, recipient groups, automated drafts, and reminders all draw from.
Auto-derived dates get flagged
Some deadlines aren't stated outright in a document — they're calculated from the contract (a contingency that runs a set number of days from acceptance, for example). LetterScript marks these so you can give them a second look:
- On the Workflow tab, an auto-derived deadline carries an amber date needs review note — worth a glance, especially right after a new counter offer lands.
- In the milestones editor, an auto-added date shows a small green sparkle icon; hover it to see what it was derived from (Auto-added · …).
Dates you set or confirm yourself carry no flag. See Deadlines and the timeline for how the dates are derived.
If something looks wrong
A wrong or missing field usually traces back to the documents: the anchoring contract isn't uploaded yet, is still processing, or a newer counter offer hasn't been added. Start with Extraction didn't fill in.