6 items
Donna — AI Transaction Coordinator & Assistant in your browser. Chat, learn & fill forms, sync data, record workflows. Donna is your AI Real Estate Transaction Coordinator & Assistant. She lives in your browser's side panel and helps you manage deals, fill forms, record workflows, and communicate with clients — without leaving the page you're working on. What Donna can do: > Chat with Donna > Open the side panel on any page and ask Donna to look up deal details, draft emails, check compliance deadlines, pull comps, or walk you through next steps on a transaction. She has access to your full DealTrail account. Learn & Fill Forms: 1. Open any real estate form in your browser 2. Click "Learn" — Donna memorizes the form's field layout 3. Select a deal or transaction from your DealTrail account 4. Click "Fill" — Donna pushes your deal data into every matching field > No more copying and pasting between your CRM and your transaction forms. > Sync Data: Already filled out a form by hand? Donna can pull those values back into DealTrail so your deal record stays up to date. > Record & Replay Workflows: Record a sequence of clicks and inputs on any site, then replay it later. Useful for repetitive tasks across transaction platforms and MLS portals. > Donna asks before acting. For high-stakes actions like sending emails, making calls, or submitting envelopes, Donna shows you exactly what she wants to do and waits for your approval. Requires a DealTrail account (free trial available at dealtrail.ai).
May 16, 2026
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