docubien.ai
Document Automation For Estate Agents And Letting Agents Impress sellers, buyers, landlords and tenants with your fast... Read more
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Overview
Document Automation For Estate Agents And Letting Agents
Impress sellers, buyers, landlords and tenants with your fast turn-around of error-free sales and tenancy documents. Save hours each week by minimising data re-entry.
Problems we solve for agents
Docubien solves three core problems:
CRMs produce unpolished documents that need manual editing if they are not to undermine professional credibility. Docubien uses conditional logic to tailor every clause automatically.
Rekeying data across systems wastes hours and causes costly errors. Docubien pulls information from CRMs, previous documents, and client questionnaires automatically.
Proving receipt of documents is difficult. Docubien's data rooms track exactly who accessed which documents and when, generating audit reports that satisfy legal obligations. The result is faster document creation, fewer errors, and and demonstrable compliance.
Reviews
Our core plan is £69 a month if paid monthly, or £690 a year if paid annually.
It includes:
5 users
Use a single set of sign-in credentials for all agents in a branch office, or give each agent their own
Unlimited documents
Create as many documents as you need
Unlimited document sharing
Advanced sharing options with granular permissions
Unlimited branches
Allocate users across as many branches as you like
Unlimited properties
Create documents for as many properties on your books or in your pipeline
Unlimited data rooms
Share documents securely and track access
Net Lawman document templates
Replace or supplement your existing document set using a growing set of contracts, notices and letters
Use for sales and lettings
Generate tenancy agreements, notices, letters, client terms of business, and any other frequently used document
Documents that complement your brand
Match your business brand to your documents with covers and typefaces
Data import
Minimise re-keying by pulling data from other documents and sources
Unlimited checklists
Create as many checklists as you need to ensure processes are followed
Upload additional attachments
Upload supplementary files and attachments to documents
Work with other documents
Append and share other documents with those generated
E-sign documents
Send documents to parties to sign electronically
Send documents to an integrated CRM
Send documents directly to your connected CRM system
Share via cloud storage
Share documents through popular cloud storage services
Onboarding and team management
Manage your team and workspaces yourself, or ask us to do it for you
Advanced audit logs
Track the sources of data and changes made
Team training
We'll run a team training session by webinar to ensure your team gets the most from Docubien from day one
Quarterly minor edits
Our team can customise the text of your document templates should you want changes
Updates to partner documents
We automatically roll out updates to partner documents
Notifications of changes to the law
We'll email you when the law changes and those changes may affect your document templates
Unlimited support
Our team will be on hand to answer your questions during UK office hours by email or telephone
ROI
Grow your estate agency and save hours every week
Setup / Onboarding
For most agencies, initial set-up (which can be carried out by us) takes less than an hour.
Training & Support
We offer online training, with an initial session included, and further sessions chargeable.
Support is via telephone and email.
Thomas Taylor
Founder
Solutions
Category
Departments
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