4.0 KiB
Teressa Copeland Homes
What This Is
A professional real estate web presence and document management web app for broker Teressa Copeland (teressacopelandhomes.com). The public-facing site showcases Teressa's brand and active listings pulled from WFRMLS via utahrealestate.com. The private web app lets Teressa log in, prepare real estate documents for clients, add signature fields, and send clients a link to sign — all without the client needing an account.
Core Value
Teressa can prepare and send any real estate form to a client for signing in minutes, from her browser, without leaving her site.
Current Milestone: v1.1 — Smart Document Preparation
Goal: Teressa can have AI auto-place and pre-fill all document fields with one click, sign as agent before sending, and preview the fully-prepared document before it reaches the client.
Target features:
- Expanded field types (text, checkbox, initials, date, agent signature)
- AI-assisted field placement and pre-fill using OpenAI (gpt-4o-mini)
- Agent saved signature — draw once, apply with one click
- Agent signs first, then sends to client
- Filled document preview before sending
Requirements
Validated
- ✓ Marketing site with brand and contact form — v1.0
- ✓ Agent portal with client management and document dashboard — v1.0
- ✓ PDF upload, preview, and forms library — v1.0
- ✓ Drag-drop signature field placement and document preparation — v1.0
- ✓ Email-link signing flow (no client account) — v1.0
- ✓ Presigned agent download, audit trail, LEGAL-03 compliance — v1.0
Active (v1.1)
- Agent can add property address to client profile (for AI pre-fill)
- AI auto-places all field types on a PDF at the click of a button
- AI pre-fills text fields with known client/property data
- Agent can place text, checkbox, initials, and date field markers
- Agent can save a drawn signature and reuse it across documents
- Agent applies saved signature to agent signature fields before sending
- Agent sees a filled preview of the prepared document before sending
Out of Scope
- Native iOS/Android app — responsive web app only
- Client login portal — clients sign via anonymous email link only (v1)
- DocuSign/HelloSign — custom signature capture built in-house
- Notifications/reminders for unsigned documents — v2
- Team/multi-agent support — solo agent only (v1)
Context
- Agent photo:
/Users/ccopeland/Downloads/red.jpg— auburn hair, warm smile, professional black blazer; fits warm/approachable aesthetic - Domain: teressacopelandhomes.com
- utahrealestate.com credentials available for forms library and listings integration (WFRMLS MLS feed)
- Documents include: purchase agreements, listing agreements, buyer representation agreements, addendums/disclosures
- Teressa fills fields (property address, client names, dates, prices) before sending; client only signs
- Custom e-signature: canvas-based signature drawn in browser, embedded into PDF
Constraints
- Integration: utahrealestate.com/WFRMLS — credentials-based; must scrape or use available API; no guaranteed public API
- Tech Stack: Next.js (React) — chosen by client; full-stack via API routes
- Legal: Custom e-signature must capture IP, timestamp, and signature image for legal standing
- PDF Processing: Must handle Utah real estate standard forms (likely PDF-based); field detection may require heuristics or manual placement UI
Key Decisions
| Decision | Rationale | Outcome |
|---|---|---|
| Custom e-signature over DocuSign | Lower ongoing cost for solo agent; full control over UX | — Pending |
| Next.js full-stack | Single repo for marketing + web app; API routes for backend | — Pending |
| Email-link signing (no client account) | Lowest friction for clients; standard in real estate | — Pending |
| utahrealestate.com integration via credentials | Client already has account; forms library is core source | — Pending |
Last updated: 2026-03-21 after v1.1 milestone start