Ask Poppy — forms & standards 1,263-row knowledge base: forms, TREC clauses, doc types, standards, licenses
Drop documents — intake any type: utilities, mortgage & payoff statements, ID, surveys, inspections, appraisals…
Drop files here or click to choose — they're stored in the vault, auto-classified against 85 document types, filed, and wired to live database fields.
Forms registry
| Form | Fill-fields | Status |
|---|
Fill-fields
deal a deals column (sale_price, closing_date…) · party a role (seller, buyer agent…) · listing address · fieldvalue saved field key
| # | Field | Prefills from | Type | |
|---|---|---|---|---|
| Select a form on the left to see and edit its fill-fields. | ||||
Extract map — uploads database
Pure Uploader classifies a drop (85 doc types) these rows say which extracted fields land in which live DB columns (via
mcp_doc_wire).| Doc type | Doc field | DB target | Transform |
|---|
Extracted values — awaiting approval
| Doc / deal | Proposed write | Value | |
|---|---|---|---|
Action plans — milestone rules
Each rule = a workflow step: anchored to a live deal date field, offset in days, owned by a real role, spawning a task. Cockpit's Tasks tab runs on these.
| # | Step | Anchor | Owner |
|---|
How the wiring flows
Field field, both directions, all live:
• Prefill:
• Write-back:
• Extract: uploads classified by Pure Uploader flow through the extract map into the same columns (with the approval gate above).
• Tasks: milestone rules anchor to those very date columns — update closing_date on the deal and every dependent task re-anchors.
• Signatures: envelopes route to the deal's real parties in canonical signing order.
One database, one truth — forms, uploads, tasks and signatures all read and write the same live fields.
• Prefill:
mcp_form_prefill resolves each fill-field from its source — deals columns, party roles, listing address, saved values — into the open form.• Write-back:
mcp_deal_form_save writes edited values back to the deals columns they map to — change it once, every downstream form sees it.• Extract: uploads classified by Pure Uploader flow through the extract map into the same columns (with the approval gate above).
• Tasks: milestone rules anchor to those very date columns — update closing_date on the deal and every dependent task re-anchors.
• Signatures: envelopes route to the deal's real parties in canonical signing order.
One database, one truth — forms, uploads, tasks and signatures all read and write the same live fields.
Contract drafts — Poppy Voice
Say “Use Poppy Voice — start a purchase contract on <address or MLS#>”. Poppy resolves the property (MLS# showings mobile GPS), auto-fills people from the MLS feed & your calendar, asks only the deal terms — and files a draft here. Nothing signs without your approval.
| Draft / property | Filled | Missing | |
|---|---|---|---|
The pipeline, end to end
1 · UploadDrop the blank PDF via Pure Uploader — it classifies & routes into the vault, then register it here (File URL).Open Uploader
2 · RegisterThis page — name, category, required, active. The registry row IS what every surface lists.You are here
3 · Map fieldsBoth directions: fill-fields (DB form prefill) and the extract map (upload DB), edited right here.Field formats
4 · Fill & saveAgents open the form on a deal;
mcp_form_prefill pulls live values, mcp_deal_form_save writes back.Legal Forms