Norma
Early-access Closing Desk platform that keeps every transaction organized, compliant, and moving.
Client
Internal Product (Early Access)
Role
Full-Stack Development, Product Architecture
Live
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Summary
Norma is an early-access Closing Desk platform for transaction coordinators. It integrates with Microsoft 365, tracks “Waiting On” dependencies, and automates workflow signals (rules + AI) so files start clean and deadlines don’t get buried.
The Challenge
Transaction Coordinators live in a flood of emails, deadlines, compliance rules, and “who-owes-me-what” follow-ups across dozens of active files. Traditional CRMs and generic task tools don’t map cleanly to TC workflows—so important signals get buried, dependencies slip, and setup stays manual.
The Solution
Built Norma as a dedicated “Closing Desk” that augments the tools TCs already use. It centralizes today’s deadlines and follow-ups, syncs context into Outlook/Calendar/To Do, and uses rules + AI to catch missing info early—so each file starts organized and stays on track.
Project Snapshot
Goals
- Centralize deadlines + follow-ups into a single daily view
- Make “Waiting On” dependencies obvious and actionable
- Integrate with Outlook/Calendar/To Do (instead of replacing them)
- Reduce setup + missing-info back-and-forth at file start
Constraints / Requirements
- TC workflows vary by state/brokerage—needs flexible rule packs
- Must keep the user in familiar tools (Microsoft 365)
- Fast daily use: minimal clicks, high signal-to-noise
- Secure OAuth + careful handling of sensitive deal data
Deliverables & Rationale
What I Delivered
- Daily “Closing Desk” dashboard that surfaces what matters today
- Deep Microsoft Graph integration (email, calendar, To Do sync)
- “Waiting On” engine for tracking external dependencies
- Rule-based compliance workflows (deadline + stage logic)
- AI-assisted inbox triage + document/missing-info signals
- Webhook-based canonical intake pipeline (forms → transaction seed)
Why This Works
- Meets TCs where they already work: Outlook + Microsoft 365
- Dependency-first design solves the real coordination bottleneck
- Rules enforce consistency without forcing rigid templates
- AI is used for triage + signal, not gimmicky chat
Process
Closing Desk Daily View
A single dashboard built for the questions TCs ask every morning: what’s due, who am I waiting on, and what’s at risk.
Dependency Tracking (“Waiting On”)
A dedicated dependency system that makes follow-ups explicit—so nothing gets buried in threads or side notes.
AI-Assisted Signals
AI triage to classify inbound updates and flag missing info early—used for signal and speed, not novelty.
Results & Impact
TC-first
Primary Workflow
Built around deadlines, dependencies, and file setup
Microsoft 365
Integrations
Graph API email, calendar, and task sync
Rules + AI
Automation Style
Compliance logic plus triage/missing-info signals
Want early access to Norma?
Norma is in early access for transaction coordinators. If your day lives in Outlook and you want a real Closing Desk, join the waitlist at NormaTC.com.
Join the waitlist