Document automation for real estate
Create, deliver and e-sign personalized, accurate and compliant real estate documents accelerating revenue and growth.
Create personalized and compliant real estate documents that drive business growth
Xpertdoc’s document generation and document automation solutions help real estate organizations efficiently create and deliver personalized, consistent and compliant documents – commercial lease agreements, rental inspection reports, rent receipts, and more – to serve more customers, better and faster.
Automate the creation of personalized documents
Xpertdoc enables you to easily automate the creation of highly personalized real estate documents with dynamic features and business rules. Incorporate tenant, buyer and property information, calculations, terms and conditions, legal requirements, and regulatory notices, resulting in accurate and compliant documents.
Leverage seamless integration to your CRM platform
Our seamless integrations to leading CRM platforms, such as Microsoft Dynamics 365 and SugarCRM, allow you to increase efficiency and quality by automating consistent flows for the generation, management, approval, and e-signature of critical business documents that combine data from any entities or modules.
Offer fast and secure electronic signature
We integrate with leading electronic signature providers – DocuSign, Sertifi, OneSpan Sign, and Adobe Sign – so you can quickly collect secure and legally-binding signatures on your real estate documents, whether you are on the road or at the office, accelerating processes like the execution of a lease agreement or promise to purchase.
Create complex lease agreements including standard and custom clauses, with ease
Using the Xpertdoc Template Builder, you can easily create complex lease agreement templates that combine both standard, regulatory wording and variable data pulled from your real estate organization’s CRM or ECM systems. Dynamic data fields automatically incorporate, everywhere needed in your templates, tenants’ personal and business information – name, address, phone number – and other mandatory information – date, location, witnesses’ names and addresses. You can configure business rules for the inclusion of tenant-specific content such as pre-negotiated clauses and terms; the logic built-in the lease agreement templates replaces the standard language with the customized content only for the tenants to which it applies. These features ensure your lease documents are highly personalized, contextual and compliant every time.
Automate the generation and delivery of late rent notices
Xpertdoc Smart Flows integrates with your real estate organization’s CRM platform, so you can effortlessly build and deploy in your environment automated flows for efficient generation, management and delivery of late rent notices. During the flow execution, the notices automatically incorporate tenant and property information stored in CRM, as well as logic-based payment information. Once generated, late rent notices are delivered to tenants through their preferred channel, whether it is print or email. You can also configure the Smart Flow to attach a copy of the documents to the tenants’ record in your CRM or ECM system. Automating the generation, management and delivery of late rent notices increases internal efficiencies and ensures timely delivery to tenants.
Ready to leverage the power of Xpertdoc?