A buyer's agent needs an inspection summary the same evening the walkthrough finishes. Voice notes sit with the inspector, the listing lives in BoldTrail, the buyer profile in Real Geeks, and the signed disclosure has to land in DocuSign. Dock runs the drafting workflow. The inspector and broker approve before anything reaches the buyer.
BoldTrail, DocuSign, and Real Geeks stay the system of record for the raw data. Dock is the system of record for what the AGENT INTERPRETS. Each Dock row carries a pointer back to the platform record, agent identity, decision, reviewer, and timestamp. The agent re-fetches platform data via fresh API reads when it needs current state.
The Inspection Findings surface
| Finding ID | Property (BoldTrail) | Severity | Drafted summary | Inspector sign-off | Broker sign-off | Source clip |
|---|---|---|---|---|---|---|
| F-118 | 412 Linden Ave (BT-9821) | Material | Roof flashing separation above north dormer, recommend licensed roofer estimate before close | Approved by R. Patel 18:42 | Approved by M. Liu 19:05 | audio 00:14:22 |
| F-119 | 412 Linden Ave (BT-9821) | Minor | GFCI outlet in primary bath does not trip on test, replacement quoted at typical cost | Approved by R. Patel 18:43 | Approved by M. Liu 19:05 | audio 00:22:08 |
| F-120 | 412 Linden Ave (BT-9821) | Monitor | Hairline crack in basement slab, no moisture intrusion observed, photograph at next visit | Edited by R. Patel 18:51 | Approved by M. Liu 19:05 | audio 00:31:40 |
Each row stores the voice clip, the draft, the inspector's edit, and the broker's countersign. Nothing in this table is the source of truth for the property. The MLS pointer in BoldTrail is. The signed disclosure in DocuSign is.
One workflow, start to finish
The inspector uploads the walkthrough audio. The Dock agent transcribes it, fetches the property record from BoldTrail and the buyer's contingency dates from Real Geeks, and drafts one row per finding with a severity and a recommended next action. The inspector reviews each row, edits anything off, and signs. The broker reviews the full set and signs the bundle. Only then does Dock generate the PDF, push it into DocuSign as a buyer-ready disclosure, and write the finding IDs back to the BoldTrail deal. If the buyer later asks why a repair was flagged "monitor" instead of "material", the row links straight to the audio timestamp and the edit. This is the two-key handshake applied to a residential transaction.
Why it matters
NAR reports 21% of buyers waived inspection contingencies in tight markets, which raises the legal weight of every finding that does get documented (NAR). The ASHI Standard of Practice 2.2.B requires inspectors to deliver a written report identifying components that are "significantly deficient, unsafe, or are near the end of their service lives" (ASHI). An agent draft satisfies that standard only if attribution is intact. Dock keeps it intact. The draft, the edit, the sign-off, and the timestamp all live on the row. See the pillar at Dock for real estate, the sales analog at Dock for sales, and the posture at agent audit and compliance. Compliance teams should also read Dock for compliance and the deeper walkthrough at agent audit and compliance.
Try it
Spin up an Inspection Findings surface in Dock and route your next walkthrough through it.
FAQ
Does the agent send the report to the buyer directly? No. The agent drafts and routes. The inspector signs each row, the broker signs the bundle, and DocuSign then delivers the disclosure.
What if the inspector disagrees with a drafted severity? The inspector edits the row. The original draft stays in row history with the agent identity that wrote it, and the edit is attributed to the inspector.
Where does the property data live? BoldTrail is the system of record for the listing. Real Geeks for the buyer. Dock stores only the agent's interpretation, with pointers to both.
Can the broker delegate the countersign? A designated reviewer can be named on the surface, but the signature is attributed to whichever human actually clicked. Dock does not let one human sign as another.
