Terriv

Platform

One platform. Three levels.

Consumers, agents, and the brokerage work from the same record. Each level sees what its role allows, nothing more.

The model

Three levels, one record

A transaction is one set of facts seen from three angles. Terriv keeps a single record and shows each role its slice.

Level 01

Consumer

Buyers and sellers

A clear window into their own transaction. Nothing else.

Sees
  • Transaction status at a glance
  • Plain-language explanations of documents
  • Important dates and what they mean
  • Action items waiting on them
Can do
  • Ask questions about their own transaction
  • Access their documents securely
  • See what needs their attention next

Consumer access always runs through the brokerage or the agent. Terriv is not a consumer product.

Level 02

Agent

Producers running their book

Everything an agent tracks by hand, kept in one place and summarized every morning.

Sees
  • Active transactions and their deadlines
  • Lead activity across their pipeline
  • Documents filed to the right transaction
  • Client communication in context
  • AI summaries of what changed
Can do
  • Start the day with a morning briefing
  • Work tasks in deadline order
  • Act on risk flags before they become problems
  • Answer clients with the full file in view

Agents see their own transactions and clients, not another agent's business.

Level 03

Brokerage

Broker and operations staff

Mission control

The whole office in one view: every transaction, every agent, every exception.

Sees
  • Every active transaction across the office
  • Every agent's workload and deadlines
  • Risk and compliance visibility per file
  • Missing documents and approaching deadlines
  • Lead response and after-hours activity
  • Summaries of authorized communications
Can do
  • Review exceptions that require broker attention
  • Run office-level reporting
  • Set what each level can see and do
  • Step into any file with full context

Broker-level controls decide which systems connect and what the AI can read. Oversight stays with people.

Flow

How information moves

Information enters once, gets organized once, and every level reads from the same record.

  1. Step 1

    Documents and communications enter

    Contracts, disclosures, and messages arrive from uploads and brokerage-authorized systems. Nothing connects without broker approval.

  2. Step 2

    Terriv organizes and cites

    Dates, obligations, and parties are extracted and filed to the right transaction. Every item links back to its exact source.

  3. Step 3

    Each level sees its slice

    Consumers see the status of their own transaction. Agents see their book. The brokerage sees the whole office.

  4. Step 4

    Exceptions rise for review

    Approaching deadlines, missing documents, and stalled responses surface for a person to act on. Decisions stay with your team.

Go deeper

The systems behind the levels

Transaction Coordination

AI transaction coordination reads documents, tracks deadlines, and keeps every file current. It is the record all three levels read from.

Explore Transaction Coordination

AI Agents

Brokerage-configured AI agents summarize authorized communications, flag after-hours lead activity, and route exceptions to the right person.

Explore AI Agents

See all three levels in one demo

We will walk through the consumer, agent, and brokerage views on sample transactions.

Request Demo View pricing