Works alongside Dotloop, SkySlope, zipForm and more

Dotloop closes the file. The Librarian keeps the people.

Between contract and close the follow-ups multiply: the inspection, the lender, the nervous buyer at 10 pm. Your transaction system tracks the documents. The Librarian keeps the conversations around them, and what you promised in each.

Then USD 49.99/month
  • No credit card required
  • Setup in minutes
An agent working through a transaction at her desk
The Librarian
In escrow: 4 open follow-ups
  • AN
    Amir NasserWorried about the roof before inspection
    Today
  • KL
    Kim at Bayside LendingAppraisal ordered, call back Friday
    Fri

Contract to close

Thirty days of follow-ups, kept in view

Your checklist knows the inspection contingency expires Tuesday. It doesn’t know your buyer is losing sleep over the roof. One escrow, told through the conversations.

Day 2

Disclosures signed, one worry noted

Amir signs the seller disclosures in zipForm and calls you about the roof: the report says it is fifteen years old. You tell The Librarian about the worry and that he wants a roofer at the inspection.

The document lives in zipForm. The worry, and your promise to line up a roofer, live in The Librarian with Amir.

An agent on the phone with a client
The LibrarianTue 6:40 pm

You: Amir signed disclosures. He’s anxious about the 15-year-old roof, wants a roofer at inspection on the 14th.

The Librarian: Noted for Amir. I’ll remind you tomorrow to book a roofer for the 14th and bring up the roof when you get the inspection report.

Day 9

The lender call, summarised

Kim at the lender calls between showings: appraisal ordered, rate lock good until the 28th, one more pay stub needed. You talk it through in a voice note.

The Librarian keeps the summary with the deal and reminds you about the pay stub, so the call is never “I think she said…”.

An agent reviewing notes at a desk
The LibrarianTue 2:15 pm

You: Kim from Bayside: appraisal ordered, lock good to the 28th, needs one more pay stub from Amir.

The Librarian: Saved to Amir’s purchase. I’ll remind you Monday to get the pay stub, and flag the 28th lock date the week before.

Closing day

The file closes. The relationship continues.

Dotloop marks the file complete. You tell The Librarian, and it sets a check-in for 30 days out and the one-year home anniversary, with the roof story in Amir’s history.

An agent visiting a past client at home
The LibrarianFri 5:30 pm

You: Amir closed today!

The Librarian: Congratulations. I’ve set a 30-day check-in and a one-year anniversary reminder for Amir, with notes on the roof and his lender.

The Librarian is not a transaction system. It helps you keep the people in view.

Keep Dotloop, SkySlope, zipForm or your existing transaction tools. Documents and compliance stay where they belong.

Your transaction system keeps the file

Contracts, signatures, forms and transaction milestones stay in the systems your brokerage uses.

The Librarian carries the conversation

Share the client’s concerns, questions and the promises you make along the way. Prepare a useful follow-up alongside the paperwork.

See every tool The Librarian works with

Also works with

Close the file. Keep the client.

No credit card required. Setup in minutes.

30 days free, then USD 49.99/month.

An agent reconnects with a client outside her home.

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