Getting Started

The Raven Runbook

Five steps from a new workspace to a sealed, provable transaction record. Each step below shows what you do, and what Raven does the moment you do it. This is the public tour; your full, personalized runbook lives inside the app.

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Five Steps

How Raven works, end to end.

EVE runs alongside every step, watching the work, drafting the follow-up, and surfacing what needs you.

  1. 01

    Set up your workspace

    What you do

    Pick how you work: Personal, Team, or Brokerage. Then invite the people who touch your transactions: agents, a transaction coordinator, your broker.

    What Raven does

    Provisions the workspace with roles and permissions, sets up compliance to match how you're governed, and switches EVE on. The daily briefing, drafted follow-ups, and document intel are running from your first login.

    Raven · Workspace setup
    Desert Peak RealtyYour workspaceBrokerage
    People on your transactions
    BrokerAgentTCInvite
    EVE is on. Daily briefing, drafted follow-ups, and document intel, from day one.
  2. 02

    Add a Transaction

    What you do

    Enter the property address and the transaction type: buyer, seller, or listing. That's the whole form.

    What Raven does

    Builds the transaction record: the document checklist for that transaction type, milestones through closing, the people on the file, and a message thread for every client conversation. Every transaction on your pipeline shows its stage and a live compliance score, so you can see what needs you at a glance.

    Raven · Your Transactions
    Search your transactions…All · 7Needs you · 2Add Transaction
    1242 E Ranger TrlPhoenix · Buyer · Close Jul 302 items due
    PrepActiveUnder ContractClosing
    Compliance73%
    88 W Saguaro CtGilbert · Listing · Live 12 daysOn track
    PrepActiveUnder ContractClosing
    Compliance100%
    417 S Palo Verde DrChandler · Seller · Close Aug 14Clear to close
    PrepActiveUnder ContractClosing
    Compliance91%
    One record per transaction: documents, milestones, people, and messages. EVE watches every stage.
  3. 03

    Documents, forms & signatures

    What you do

    Upload what you have, or pick "Fill a Form" and the form fills itself from the transaction. Send anything out for signature without leaving the page.

    What Raven does

    EVE reads each upload, classifies it onto the right checklist line, and flags what's missing. Stage gates hold the stage until required items are in. Brokers get a review queue; independent agents get an advisory checklist. Compliance adapts to how your workspace is governed instead of forcing one process on everyone.

    1242 E Ranger Trl · Documents
    Required for this stage8 of 1173%
    Purchase ContractApproved
    Agency DisclosureSigned · Raven Ink
    SPDS (Seller Disclosure)Under review
    HOA AddendumMissing
    Stage gate. Under Contract is held until the HOA addendum is in.
    EVE classified both uploads and pre-filled the addendum from this transaction. One click to send for signature.
    Raven Ink · Signature packet
    HOA AddendumPre-filled from this transaction · 2 pages2 of 3 signed
    Dana CooperBuyerSigned Jul 2 · 2:41 PMSigned
    Mark CooperBuyerSigned Jul 2 · 6:05 PMSigned
    Alicia ReyesSellerOpened today · reminder scheduledViewed
  4. 04

    Close

    What you do

    Work the transaction, from inspection and appraisal to loan and closing disclosure, and approve the client updates EVE prepares along the way.

    What Raven does

    Tracks every milestone through escrow, nudges what's late, and keeps your client in the loop. EVE drafts the on-track update days before closing, and you approve it or let Autopilot send it. A transaction coordinator can assist and deliver the completed file without ever owning it.

    1242 E Ranger Trl · Milestones
    Closing in 6 daysEscrow · Jul 10
    Inspection completeJun 18
    Appraisal deliveredJun 26
    Loan clear to closeJul 2
    Closing disclosure to clientdue Jul 7
    EVE sent the Coopers an on-track update three days out. You approved it from the briefing.
  5. 05

    Seal it in the Vault

    What you do

    Close the transaction and seal it. One action.

    What Raven does

    Snapshots the complete file, including documents, messages, and the audit trail, into tamper-evident, retention-managed storage, then re-verifies its integrity on a schedule. When a broker or a regulator asks what happened on a transaction, the answer is one sealed record, provable.

    Raven · Vault
    Sealed1242 E Ranger Trl · closed Jul 10
    24Documents118Messages302Audit events
    9f2c41…e0b77d0a92…c1f4hash-chained
    Tamper-evident · retention-managed · integrity verified on a schedule

The screens above use sample data. Your full operational runbook, with your live transactions, tasks, and workflows, lives inside the app.

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Runbook: Getting Started | Raven