# Smart Forms

Rechat's transaction management allows agents to execute their paperwork. In doing so, Rechat will try to automatically populate as much information as it can to improve efficiency and accuracy.

The following data points can be automatically populated by Rechat:

### Address Data Points

| Data Point     | Example                                                   |
| -------------- | --------------------------------------------------------- |
| Full Address   | 1265 West Beverly Blvd Unit 14, Anaheim, California 90045 |
| Street Address | 1265 West Beverly Blvd Unit 14                            |
| Street Number  | 1265                                                      |
| Street Prefix  | West                                                      |
| Street Name    | Beverly                                                   |
| Street Suffix  | Blvd                                                      |
| Unit Number    | 14                                                        |
| City           | Anaheim                                                   |
| Postal Code    | 90045                                                     |
| County         | Los Angeles                                               |
| State Code     | CA                                                        |
| State          | California                                                |
| Lot Number     |                                                           |
| Block Number   |                                                           |
| Subdivision    |                                                           |
| Ranch Name     |                                                           |
| Project Name   |                                                           |

### Listing Data Points

| Data Point      | Description                           |
| --------------- | ------------------------------------- |
| List Date       |                                       |
| Expiration Date |                                       |
| List Price      |                                       |
| Lease Price     | Like List Price but for Lease/Rentals |
| MLS Number      |                                       |
| Year Built      |                                       |

### Contract Data Points

| Data Point             | Description |
| ---------------------- | ----------- |
| Closing Date           |             |
| Contract Date          |             |
| Financing Due          |             |
| Inspection Date        |             |
| Title Due              |             |
| Possession Date        |             |
| Option Period          |             |
| Sales Price            |             |
| Lease Application Date |             |
| Lease Begin            |             |
| Lease End              |             |
| Lease Executed         |             |
| Lease Price            |             |
|                        |             |

### Roles

In each deal, several people are involved and a large chunk of writing contracts is dedicated to filling out their information.\
Rechat recognizes the following involvements in a transaction:

| Role            | Notes                        |
| --------------- | ---------------------------- |
| Seller          |                              |
| Landlord        |                              |
| Buyer           |                              |
| Tenant          |                              |
| Title           | Also known as escrow officer |
| Buyer Agent     |                              |
| Co Buyer Agent  |                              |
| Seller Agent    |                              |
| Co Seller Agent |                              |

{% hint style="info" %}
It's important to realize in a deal, there may be several of these roles. For example, a transaction may have several Sellers.
{% endhint %}

### Contact Data Points

Any of the roles may have the following data available:

| Data Point            | Notes                                           |
| --------------------- | ----------------------------------------------- |
| Legal Full Name       |                                                 |
| Email Address         |                                                 |
| Phone Number          |                                                 |
| Current Address       |                                                 |
| Company Name          | If the person belongs to a company/organization |
| MLS ID                | Applicable to Agents                            |
| Office Name           | Applicable to Agents                            |
| Office Email Address  | Applicable to Agents                            |
| Office Phone Number   | Applicable to Agents                            |
| Office Fax Number     | Applicable to Agents                            |
| Office Address        | Applicable to Agents                            |
| Office MLS ID         | Applicable to Agents                            |
| Office License Number | Applicable to Agents                            |


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.rechat.com/appendix/brokerage-set-up/transaction-management-deals/smart-forms.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
