Documents, portals & messages
Documents on every record
Attach files to any property, client, lease or deal.
Ready to use today
How to use documents on every record
Attach files to any property, client, lease or deal. Use it within Documents & e-signature alongside the linked property, contact and transaction records, rather than maintaining a separate disconnected list.
The connected workflow
- 1.Choose the related property, contact, lease, deal or repair and attach the document.
- 2.Use a template or send the signing link. Signing may also be recorded in person by staff.
- 3.Signed records are protected from editing. AI summaries and Q&A depend on available document text; they do not replace legal review.
Visibility follows your company, branch and section access. Important financial and approval actions remain subject to the app’s controls.
Why it matters
Landlords phone for updates, tenants lose their lease, and signatures need a printer.
What changes
Documents, e-signatures and private portals for landlords, tenants and investors.
Found in
More in documents, portals & messages
- Document templatesLease, mandate and offer templates that fill themselves.
- E-signatureSign on a phone by link or in person.
- AI document summariesA short summary of a template's key terms.
- Landlord portalLandlords see their properties, rent and statements.
- Instant landlord report linksSend a landlord a private, expiring report link.
- Tenant portalTenants see balances, notices and repairs.
- Investor portalInvestors see their returns and statements.
- In-app notificationsAlerts for mentions, approvals and due items.
- Email & WhatsApp notificationsSoonThe same alerts sent by email or WhatsApp.
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