[All systems](https://mybb.ai/systems/) # Every investor, deal and document *in one place.* One system for the whole business, from first contact to a signed purchase: every investor, deal, document and payment in one place, and a portal where investors see what is theirs. Client A cross-border real estate investment group Industry Real estate investment Connects to Document reading, document storage, email, spreadsheet imports ## What we built - The client file - The document reader - The investor portal The system, drawn with sample data. We never show a client’s own screens. ## 01 Overview The group runs each purchase from the first contact to a signed agreement. Its platform keeps one record per person and reads the details out of uploaded documents, with the source of each. At every stage it shows which documents are still missing, and investors get a portal of the items approved for them. 01 ### The client file One view of a person: their deals, documents, payments and identity. 02 ### The document reader Every document recognised and filed, the key ones read, each value with its evidence. 03 ### The investor portal Holdings, documents, payments and signatures, approved items only. ## 02 The challenge One client, several lists. The same client could sit in several lists at once, as a lead, a contact and an investor. Documents were stored with no link to a deal or a person, and details were typed again from passports and agreements. “What is missing on this deal?” was a phone call, and investors had no single place to see what was theirs. ### What the client wanted to achieve #### One record per person No client typed in twice. #### No retyping Details come out of the documents themselves. #### Always know what’s missing Each stage declares the documents it requires. #### Nothing unapproved reaches an investor The portal shows only what someone has approved. ### How it worked before - The same client in several lists - Details typed again from IDs and agreements - “What’s missing?” asked by phone **What we found** The first build passed its tests, yet the settings it ran with had switched off uploads, automatic reading and every AI path. Before adding anything, we made what was already built actually run. ## 03 How we built it 1. 01 **A platform from the client’s own specification** A detailed specification of the business became the base: permissions, an audit trail and an investor portal that shows approved items only. 2. 02 **Auditing what really ran** The tests passed, but the deployed settings had switched off uploads, automatic reading and every AI path. We found it and fixed it first. 3. 03 **One person, one record** Details are normalised, likely duplicates are flagged, and a person settles each merge. The database then refuses repeats. 4. 04 **Each market, its own stages** Stage sets, buyer types and the documents each stage requires. A deal cannot move on while a required document is missing. 5. 05 **Choosing the ID reader on real documents** Two readers compared on 18 real identity documents against answers a person had verified. 6. 06 **Reading with evidence** A value the reader is unsure of is never written. Each value it writes keeps its page and its exact words. 7. 07 **Sixteen acceptance checks, end to end** The whole path, from first contact to a signed agreement, checked against a live database. **From specification to acceptance** Each phase closed before the next began. 1. 01 **The platform** **3 weeks** 2. 02 **Audit and decisions** **3 days** 3. 03 **The core build** **2 weeks** 4. 04 **Acceptance** **3 days** ## 04 How it works **How a purchase moves** A purchase moves from one person record, through document reading and stages, to tracked payments. 1. Step 01 **Contact** **One person, checked** A matching ID, email or phone is blocked; a matching name is flagged. 2. Step 02 **Documents** **Read in the background** An upload returns at once and the reading finishes on its own. **Every value sourced** Its page and words are kept; unsure values go to an exceptions list. 3. Step 03 **Stages** **What’s missing** Each stage lists its required documents, and a business buyer needs more than a private one. 4. Step 04 **Signing** **Schedule to payments** The agreement’s schedule becomes tracked payments. **The portal** Investors see approved items only. ### Rules the platform keeps - One record per person: a matching ID, email or phone is refused - A deal cannot leave a stage while a required document is missing - An unsure value is never written; it waits in the exceptions list - Every failure has a named error, never a false success - Investors see approved items only ## 05 The outcome Each purchase runs through one platform: one record per person, details read from the documents with their source, every stage showing what is still missing, and payments tracked from the signed schedule. | Before | After | | --- | --- | | The same client in several lists | One record per person, duplicates blocked | | Details typed again from IDs and agreements | Read from the document, each value linked to where it was read | | “What’s missing?” asked by phone | Each stage lists the documents it still needs | | Payment schedules kept inside documents | Tracked payments, in more than one currency | | Updates sent to investors by hand | A portal that shows approved items only | ## 06 Key figures **18 *of 18*** identity documents read right, with no wrong number **16** acceptance checks passed end to end **Choosing the ID reader** Identity numbers read right, out of 18 real documents. General model **14 of 18** ID reader **18 of 18** One document had no number; the dedicated reader correctly left it blank. ## 07 Technology What the system runs on, for the technical reader. Cloud AWS Docker AI A language model for classifying and reading documents A dedicated identity-document reader Data PostgreSQL Prisma A job queue inside the database Documents Page rendering Check-digit validation Extraction with evidence How we build Next.js NestJS TypeScript Vitest Playwright ## 08 What comes next Next, production keys, automatic deploys and backups, one run against the real reading services, then investor sign-in to the portal. ## 09 About ### About the client A real estate investment group that buys across borders on behalf of its investors, each purchase running from the first contact to a signed agreement. We name a client only with their permission. ### About MYBB MYBB builds systems around how a business already works. We diagnose it with MYBB ROIQ, build the system, launch it with the team and keep running and improving it. [All systems](https://mybb.ai/systems/) ## Questions about *our work.* **Can you build something like this for my business?** Each system here was built around one business. Answer the 10 questions, and within 48 hours your growth plan shows what we would build for yours. **Why don’t you name the clients?** We name a client only with their permission. Until then, each system is described by the kind of business it serves. **Are these the real screens?** They are redrawn with sample names and numbers. We never show a client’s own screens or data. **My business is in a different industry. Does that matter?** No. We start from how your business works, not from a template for its industry. **Will we have to replace the tools we use?** We start with what already works. The system may keep some of your tools, connect them, and add what’s missing. **Who decides what the AI does?** We agree with you where AI helps and where a person reviews, decides or approves. Those rules are part of the blueprint. **Who runs the system once it’s built?** We do, with your team. We keep running it and improving it as your business changes. **How is the price set?** By the scope, the connections and what the rollout needs. The price is in the blueprint, and nothing is built before you approve it. [Every deal, every country, one system.](https://mybb.ai/start/) We build for businesses that move investors, documents and payments across borders. Whatever your deals need, we can build it. [Start with MYBB ROIQ](https://mybb.ai/start/) Prefer to talk first? Email [welcome@mybb.ai](mailto:welcome@mybb.ai) --- Source: [A cross-border real estate investment group | Our work | MYBB](https://mybb.ai/systems/real-estate-investment/)