Extract a contract PDF into a transaction

Upload a signed contract and KeyFlow reads it, then fills in the transaction's Details tab for you: the property address, the contract and closing dates, the sale price and earnest money, the contingency deadlines, and the homeowners association (HOA) details. Use it instead of typing twelve pages of terms by hand.

It does not read the buyer's or seller's name. Those stay as you entered them on the transaction.

Before you start

• The transaction is saved and has an address. Upload Contract and Extract Data stays disabled until it is.
• You have the signed PDF, not a draft. KeyFlow reads whatever you give it, so last week's version produces dates that look exactly as confident as the right ones.
• Any Details fields you already typed will be overwritten, not filled in around. Extraction replaces them.

Steps

1. Open the transaction and go to the Details tab.

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2. Click Upload Contract and Extract Data.

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3. Choose your signed PDF. Reading it takes about a minute, and KeyFlow narrates its progress as it goes.

4. Read every field in the review panel that opens. Start with the flagged ones, then check the rest, especially anything with a dollar sign in front of it.

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5. Click Apply to Form.

What you should see

The Details tab filled in: property address, contract and closing dates, sale price, earnest money and who holds it, seller concessions, home warranty and title insurance responsibility, the items included and excluded, the deadline day-counts, and any homeowners association details. The buyer's and seller's names are not among them.

Check these before you trust it

• A confidence flag means KeyFlow was unsure. No flag means it was confident, not that it was correct. Read the unflagged fields too.
• Some fields were copied, some were worked out. The sale price is the number printed next to it, and a party's name is the name on the signature line. A contingency date is not written on the page at all: the contract states a number of days, and KeyFlow computes the calendar date the way you would with a calendar and a pen. Computed dates are worth a second look.

When it doesn't work

• An email token prints blank where a dollar amount should be. Currency fields were once applied to the form as display text, dollar sign and commas included, so anything doing arithmetic downstream read them as nothing. They are stripped to a raw number now. A blank token anywhere still means the value behind it needs checking, not that the message needs rewriting.
• An item from the contract is missing from Items included or Items excluded. Those lists are built from a fixed set of common terms, so an unusual fixture or a piece of furniture comes through blank rather than guessed. Type it in by hand. The addition is tracked, and a term enough agents type on their own eventually becomes one the extractor recognizes by default.