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Document Automation
Turn property and tenant data into ready-to-sign documents: lease agreements and addendums, rental applications and approvals, property management contracts and proposals, notices, rent increase letters, and compliance documents—all from one platform.
No credit card required. Full access for 14 days.
Branded document engine
From source data to polished documents, approvals, and signatures in minutes.
Templates
Input
Approvals
Flow
Archive
Output
Document automation is software that uses templates plus your data—property, tenant, financials—to automatically generate accurate, standardized documents and route them for approval and e-signature. The result: drastically less drafting and data entry, fewer errors and missing clauses, and consistent formatting and compliance.
Document automation flow
Templates, data, approvals, and signatures tied together cleanly.
Template source
Standard language and branding stay locked in.
Field mapping
Property, tenant, and deal data populate automatically.
Review chain
Approvers see what changed and what is pending.
Final record
Signed files land in a searchable, audit-friendly archive.
Less drafting. Fewer errors. Stronger brand consistency.
Real-estate use cases so you see exactly what the platform can generate.
Auto-generate residential and commercial leases with correct names, rents, dates, and clauses per property.
Turn tenant application data into standardized summaries and screening/approval documents.
Prebuilt templates for owners and property managers; plug in fee structures and responsibilities automatically.
Rent increase letters, renewal offers, termination notices, and arrears letters generated from live rental data.
Generate investor-ready summaries and 10-year projections as branded PDFs using data from the Proforma Engine.
Outcomes that matter to investors, owners, and property managers.
Templates pull in property, tenant, and financial data so documents that used to take hours are ready in minutes.
Standardized clauses and required fields minimize missing information and inconsistent language, supporting legal and regulatory compliance.
Consistent headers, logos, signatures, and structure across all documents for a professional, trustworthy impression.
Route documents for internal approval and e-signature; track status and reminders without manual chasing.
Extract key fields from signed documents (rent, dates, options, clauses) into Proforma, Rental, and Warehouse modules for analytics and reminders.
Handle many properties, units, and leases across countries using localized templates and rules.
From template to signed document in three steps.
Choose a lease, management contract, letter, or report template.
Link template fields to property, tenant, financial, and warehouse data (e.g. {{tenant_name}}, {{rent}}, {{property_address}}).
Generate documents in one click, send for e-signature, and track status (Draft, Sent, Signed, Expired).
One engine, connected to Rental, Proforma, and Warehouse—documents flow in and out of your data.
Generate leases, renewals, notices, and arrears letters directly from tenant and lease data.
Create investor reports and deal summaries with full 10-year projections in one click.
Auto-generate storage agreements, 3PL contracts, and billing summaries.
Join investors, owners, and property managers who generate, manage, and e-sign documents faster—with fewer errors and a single source of truth.
Start Free TrialDocument automation typically reduces document creation time and error rates significantly—so you can focus on deals and operations instead of copy-paste.