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: v1.3 — Document Templates

Goal: Agent creates reusable document templates with pre-placed fields (including AI auto-placement) so the same PDF never needs to be field-mapped from scratch for every client.

Target features:

New "Templates" section in the portal — separate from Clients
Load any PDF from the forms library into a template editor (reuses FieldPlacer + AI auto-place)
Save a template: PDF + field layout + signer-role assignments + text fill hints (but NOT filled values)
When adding a document to a client, agent picks from saved templates instead of a blank PDF
Document is created with all template fields pre-loaded — agent fills text values and assigns signer emails, then sends
Templates are reusable across unlimited clients
Agent can rename and delete templates

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 — nearly complete, Phase 13 E2E verification pending)

✓ 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

Active (v1.2)

Agent can tag each signature/initials/date field to a specific signer email when placing
Document recipients list is built automatically from unique signer emails on the document
All signers receive their signing links simultaneously (parallel, any order)
Each signer sees and signs only their own fields (other signers' fields hidden)
Document status tracks per-signer completion (who has signed, who hasn't)
When all signers complete, agent receives a notification email
When all signers complete, all parties (signers + agent) receive the final merged PDF
Production Docker Compose with proper secrets/env var injection
Email delivery works correctly in Docker production environment

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

Evolution

This document evolves at phase transitions and milestone boundaries.

After each phase transition (via /gsd:transition):

Requirements invalidated? → Move to Out of Scope with reason
Requirements validated? → Move to Validated with phase reference
New requirements emerged? → Add to Active
Decisions to log? → Add to Key Decisions
"What This Is" still accurate? → Update if drifted

After each milestone (via /gsd:complete-milestone):

Full review of all sections
Core Value check — still the right priority?
Audit Out of Scope — reasons still valid?
Update Context with current state

Last updated: 2026-04-03 after v1.2 milestone start

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