Drafting LOIs & Purchase Contracts

01Signing in

Go to tc.hre.realzono.com and click Sign in with Microsoft. Use your Henry Group Microsoft account — the same one as your email. Access is limited to @henrygroupre.com and @henrygroupmgmt.com accounts; any other account is turned away.

If you see “Sign-in is restricted to henrygroupre.com and henrygroupmgmt.com accounts,” you’re signed into a personal Microsoft account — sign out of Microsoft or use a private browser window, then sign in with your work account.

02Draft an LOI

The home page walks you through a short wizard. Every choice you make shows up as a breadcrumb at the top — click any breadcrumb’s ✎ to go back and change it.

1. What are you drafting? Choose Letter of Intent — lease terms on the Henry Group letterhead, delivered as an editable Word file or PDF.
2. Who does Henry Group represent? The Tenant (we’re taking space — the LOI goes to the landlord’s broker) or The Landlord (it’s our listing — the LOI goes to the tenant’s broker). This sets the letter’s wording and the commission language.
3. Where, and with whom? Start typing the property address in the Property box (e.g. “10005 E Hampden Ave, Denver”). After a few characters, matches from county records appear — pick the right one and the tool fills the owner of record, legal description, and county automatically. Then type the other party’s name (the tenant or landlord entity).
4. From the brain: suggestions Once you pick a property, the tool checks the company brain for open threads there. If it finds any, chips appear under From the brain: — for example “Bright Crown Massage LLC — renewal open.” Click a chip to use that party instead of typing.
5. Draft the LOI → Click it and the letter opens, pre-filled with everything known so far. (In a hurry with no property picked? Use “or skip ahead with a blank letter.”)

03The LOI editor

There is no form — the letter itself is the editor. What you see on screen is exactly the document that downloads. Click any value in the text and type to change it; numbered terms cover landlord, tenant, premises, square footage, use, lease type, base rent, operating expenses, term, free rent, TI allowance, deposit, renewal options, signage, parking, and commissions.

• Rent math is automatic. Enter base rent as $/SF/year and the letter shows the monthly figure; with rent and square footage set, use + base rent schedule to add a year-by-year table with the escalation percentage you choose.
• Add or remove terms. + Add a term appends your own numbered clause; the ✕ next to a term removes it. Terms you remove appear greyed-out so you can bring them back.
• Signature block. The sender defaults to Patrick Henry — click the name and email at the bottom and make them yours before sending. + acceptance block adds a countersignature block for the other side.
• Download. The PDF and DOCX buttons in the top bar generate the finished file. DOCX is the real Henry Group Word template — letterhead, fonts, and numbering intact — so you can keep editing in Word if you prefer.

04Henry Brain autofill

While you work, the tool reads the company brain — the shared knowledge base built from Henry Group’s deals, properties, and email — and fills in what it can source: the counterparty’s broker, square footages, current rent, lease type, use clause, and more.

• A status chip in the top bar narrates it: “Henry Brain is reading the deal file…” while it looks (give it up to a minute on first load), then “Filled N fields from the brain,” “No brain matches for this deal,” or “Brain lookup failed — manual entry.”
• Brain-filled values are tinted orange. Hover one to see where it came from, including the quote it was read from.
• To override, just type over it. The tint disappears and the brain never touches that field again. It also never overwrites anything you typed yourself.

If the chip reports no matches or an error, nothing is wrong with your draft — the brain simply has nothing on this deal yet, so fill the fields by hand.

05Purchase contracts (CBS)

Choosing Purchase Contract in the wizard produces the official Colorado Division of Real Estate CBS form — not a lookalike — filled in with your deal and Henry Group house conventions. The wizard asks a few more questions:

1. What kind of property? Commercial (CBS3), Land (CBS4), Income-Residential (CBS2, 1–4 unit), or Residential (CBS1). This picks which official form is used.
2. Who does Henry Group represent? The Seller, The Buyer, or Both sides (transaction broker). Sets the broker block.
3. Property and buyer Same county-records search as the LOI — picking the property also fills the seller’s name and mailing address from the parcel’s owner of record.
4. The terms Purchase price, Cash or New loan, and a pace: Aggressive (30-day diligence, ~45-day close), Standard (60 / ~90), or Extended (120 / ~150). The pace writes every §3 date as “MEC + N days,” so deadlines stay correct whenever the contract is executed. Earnest money defaults to 1.5% of price (rounded to the nearest $1,000), held at Land Title Guarantee Company.
5. Generate the contract → The filled CBS appears as a live PDF. Every field stays editable — open it in Adobe/Preview and adjust anything directly on the form. On a phone, tap Open the contract (PDF) to view it full screen.

To change the structural choices (form, side, pace, price), start over from the wizard — the letter-style inline editing is LOI-only; on the CBS you edit the PDF itself.

06Drafting from Claude

You don’t have to open the tool at all. In Claude (claude.ai) with the Henry Brain connector on, ask in plain words:

• Claude runs the same pipeline — county records, brain fills, house conventions — and replies with a download link that expires after about 24 hours. PDF by default; ask for DOCX if you want the Word file.
• It drafts only when you ask — Claude never sends anything on its own, and a draft is never binding. Review it exactly as you would one from the web tool.
• Claude will tell you which brain pages it used, flag anything it couldn’t source, and warn you if the LOI would be addressed to one of Henry Group’s own listings’ brokers.

07Quick answers