Faster Documents. Happier Clients. Provable Compliance.
Document automation and data rooms for property professionals. Generate polished, signature-ready documents that build client confidence and referrals.
Document automation and data rooms for property professionals. Generate polished, signature-ready documents that build client confidence and referrals.
Beyond Basic Mail-Merge Documents
Your CRM produces documents in seconds—but they're generic, require editing, and look unprofessional.
Use templates from any supplier with professional formatting and custom front sheets.
Eliminate data entry by pulling information from multiple sources automatically.
Pre-verified data from connected sources prevents rekeying mistakes that plague manual preparation.
Secure data rooms with audit logs showing exactly who accessed which documents when.
Your CRM may produce documents quickly, but they lack the data points and logic needed to create truly tailored agreements.
Join thousands of agents who've transformed their document workflow
Sarah Mitchell
Lettings Manager
"The time savings are incredible – what used to take 20 minutes now takes 2 minutes. Our team loves how it pulls everything straight from our CRM and creates perfect tenancy agreements every time."
James Robertson
Estate Agent
"Having all our documents centrally controlled means I never worry about agents using outdated contracts. The professional presentation has definitely impressed our vendors."
Mark Johnson
Landlord
"Professional documents every time. My tenants are impressed with the quality and consistency. The automated formatting saves me hours each week."
Simple, Transparent Pricing
Everything you need to streamline your document workflow
Unlimited documents, full data room functionality, and integrations with your CRM.
5 users included
5 workspaces
Unlimited properties
Unlimited documents
3 day free trial • 3 month money-back guarantee