Draft with EVE
Building a Transaction Template from scratch is faster when EVE writes the first draft. Describe the kind of transaction in plain language, and EVE drafts a starter blueprint — a sensible timeline and reminders — that you review and then build into a real, editable Transaction Template.
How to use it
- Go to Brokerage Settings → Realm Settings → Transaction Templates.
- Click ✦ Draft with EVE.
- Tell EVE the basics: Solar "10-day inspection, lender requires extra docs")
- State (for example, AZ)
- Side — Buyer or Seller
- Financing — conventional, cash, VA, and so on
- Any property conditions that apply: Well, Septic, HOA,
- An optional free-text note for anything specific (for example,
- Click ✦ Draft with EVE.
Review the blueprint
EVE returns a starter blueprint showing the milestones and communications it suggests, with their timing (anchor date and offset). Read it over — this is a proposal, not a finished Transaction Template.
If EVE is unavailable, you'll still get a standard starter blueprint so you're never stuck. The result is labeled so you know it's the fallback.
Build it
When the draft looks right, click Build this Transaction Template →. EVE creates a new Transaction Template from the blueprint and opens it in the builder. From there it behaves like any other Transaction Template:
- It's a draft — nothing is live until you publish it.
- You can edit everything: attach Compliance Packs, adjust milestones and reminders, add rules, and set the Vault policy.
- Publish when you're happy with it.
EVE drafts the structure; you stay in control of what gets published and applied to real Realms.