Document Automation For Estate Agents And Letting Agents

Make admin part of your value-add

Transform time-consuming administrative tasks into a competitive advantage that adds real value to your client relationships.

• Create complex contracts in minutes - average agencies save 10+ hours weekly
• Demonstrate professional competence with documents in your house style
• Reduce client hesitation with prompt, ready-to-sign contracts
• Access documents on any device, anywhere, anytime

Your documents, your branding

Automate any document, whether related to sales or lettings. Make every document reflect your brand identity while maintaining professional standards and consistency across your organization.

• Use ready-made document sets or convert your existing templates
• Add your logo and branding to document front sheets
• Style documents in your preferred typeface
• Customize paragraphs to match your business operations
• Maintain brand consistency across all team members

Consistent, error-free documents

Eliminate costly mistakes and ensure every document meets your professional standards, regardless of who creates it.

• Centrally controlled templates maintain standards across all agents
• Pre-verified data from connected sources prevents re-entry errors
• Complete change history tracks all modifications
• Know exactly what was changed, when, and by whom
• Automated quality checks prevent common mistakes

Connected with your workflow

Seamlessly integrate with your existing systems to create a unified, efficient workflow that saves time and reduces errors.

• Integrates with 6 popular CRMs via GlueDog technology
• Pull data directly from your CRM without re-entering
• Connect with electronic signature solutions
• Sync with cloud storage platforms
• Edit documents using Microsoft Word in your browser

Collaborate and share securely

Enable secure collaboration while maintaining complete control over who sees what information and when.

• Shared workspaces for seamless team collaboration
• Permission-based access controls for privacy
• Share document sections with clients, tenants, and buyers
• Let clients complete or review information directly
• Enterprise-level encryption and security measures
• Audit trails for compliance and accountability