Did a purchase agreement just go into a free writing app?

A summarizer is handy. It is not a second escrow officer.

You wanted a cleaner email, or a simpler explanation of an addendum, so you dropped the PDF into a free AI tool. That file had names, a purchase price, a close date, and a street address. You would not tape that to a cafe window. A consumer chatbot is closer to the window than it is to your broker’s file cabinet.

Redact first, or do not upload

If you need help rewriting an explanation, paste a dummy address and round numbers. Keep the real contract in the system your brokerage already uses.

Photos of driver’s licenses, wire instructions, and signed docs are the same rule, louder. Those are how people get robbed.

• No contracts, addenda, or ID photos in public AI tools.
• No pasting wire instructions into a chat to “check if they look real.” Call the title company on a known number instead.
• Ask your broker which tools are approved. Use those.

Clients will copy you

If you casually drop their file into a random app, they will too. Tell them in the same breath you send a document: this stays in our portal, do not upload it to a writing tool, and we will never ask you to wire from a surprise email.

That one paragraph prevents a worse week than a slow closing.