| name | real-estate-transaction-summary |
| title | Real Estate Transaction Summary |
| description | Generates structured summaries of real estate transactions from purchase agreements, addenda, disclosures, financing documents, title commitments, and closing documents. Extracts property details, financial terms, parties, key dates, contingencies, title matters, risk allocation, and regulatory compliance into a self-contained executive summary plus thirteen-section memo. Use when summarizing a real estate deal end-to-end, creating a transaction overview, onboarding to a new matter, preparing a closing checklist, or assembling a due-diligence package. Covers residential and commercial; for agreement-only summaries prepared for title closers, defer to purchase-agreement-summary. |
| author | CaseMark |
| author_url | https://github.com/CaseMark/skills/tree/main/skills/legal/real-estate-transaction-summary |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | us |
| practice | real-estate |
| language | en |
| tags | ["summarization","summary","transactional"] |
Real Estate Transaction Summary
Produces a structured, self-contained overview of a real estate transaction — purchase agreement plus closing documents, financing, title, and disclosures — so the reader does not need to consult underlying documents for material terms.
Related skills
Scope boundary against purchase-agreement-summary: Use purchase-agreement-summary when the deliverable scope is the executed agreement plus addenda only, prepared for a title closer or processor. Use this skill when the scope spans the whole transaction — purchase agreement plus closing documents, financing, title, and disclosures, prepared for an attorney or matter team.
Other siblings:
closing-disclosure — for the TRID Closing Disclosure on a financed residential transaction.closing-checklist and ma-closing-checklist — when the deliverable is an action checklist rather than a memo.alta-settlement-statement — when the file includes an ALTA Settlement Statement to be reviewed.title-commitment — for review of the title commitment itself (exceptions, requirements, endorsements).seller-disclosure, seller-disclosure-statement — companion disclosure documents.residential-purchase-agreement, commercial-psa, commercial-real-estate-loi — drafting equivalents.repair-request-addendum, notice-to-perform-real-estate — escalation documents commonly attached.breach-of-purchase-agreement-complaint, purchase-agreement-breach-complaint — escalation siblings if the matter pivots to litigation.
Checkpoint A: pre-summary intake (mandatory)
Confirm before drafting:
- Residential or commercial. The 13-section outline applies to both, but emphasis shifts. See
references/SECTION-OUTLINE.md "Residential vs commercial — section deltas."
- Jurisdiction. State (and county/municipality if relevant). Drives transfer taxes, disclosures, statutory cancellation rights, attorney-closing rules.
- Document inventory. Purchase agreement and all amendments? Addenda? Disclosures? Title commitment and any updates? Financing documents (note, mortgage / deed of trust, riders)? Closing Disclosure or ALTA Settlement Statement? HOA estoppel? Survey?
