Signed documents file themselves.
The moment a document comes back signed, the agent reads it, updates your CRM, creates or updates the record in your property management system and files the document. No re-keying required.
Once signed, it is done.
Four steps that used to take someone 10 to 15 minutes per document, now finished before the signature notification is even read.
Signed document arrives
A signed agreement comes back from your e-sign platform or by email.
Details extracted
Signing dates, parties and the document type are read automatically.
CRM and PMS updated
The CRM profile is updated and advanced to the next stage. The matching record is created or updated in your property management system, with no copy-paste between systems.
Document filed and logged
The file is renamed to your convention, filed in the right place and logged, so nothing gets chased twice.
10-15 minutes of re-keying eliminated per signed document
A property operator had someone download every signed agreement, copy the same details into the CRM, copy them again into the property management system, then upload the file, taking 10-15 minutes each time. The agent now does all of it the moment the document lands.
minutes saved per document
manual re-keying
Every signed document filed automatically
Connects your e-sign, CRM and PMS.
The agent watches your e-sign platform and updates your CRM and property management system.
Don't see your system here? Ask us anyway, chances are we already support it.