Work: Documents & File Management
Every document auto-filed by deal, contact, and property. Documents that pull live client data. Forms that write to the CRM. Five dollars a month.
The contract files itself. The audit is one search.
Auto-Filing & Search
3 featuresThe contract files itself
A purchase agreement signs via e-signature. The signed PDF files to the document store under the deal, the buyer, the seller, and the property. Four associations, no manual filing.
The audit is one search
Three months after closing, someone needs the compliance documents. One search. Not digging through email, a transaction tool, a cloud drive, and a text message attachment. Every document indexed under the deal, regardless of where it originated.
Every artifact, one place
The managing broker opens the transaction audit and every document is there — contracts from e-signature, emails from the inbox, meeting recordings from video calls, photos from the listing catalog.
Documents With Live Data
2 featuresThe letter writes from the deal
The buyer welcome letter pulls the client’s first name, the property address, and the closing date from the deal record. The letter is accurate because the data is live — no second browser tab, no copy-paste.
Merge fields across 18 categories
Merge fields — placeholders that auto-fill with client data — span eighteen entity categories. Contracts, letters, and disclosures populate from the record.
CRM Forms
2 featuresThe intake form feeds the CRM
A buyer questionnaire collects budget, bedroom count, neighborhood priorities, and school district requirements. The responses write directly to the CRM pipeline, creating or updating the contact. No CSV export, no manual entry.
One database, every tool
The intake form feeds the same database that powers the showing scheduler, the proposal builder, and the commission ledger.
Filed under the deal, the buyer, and the property.
A purchase agreement signs via e-signature. The signed PDF files to the document store under the deal, the buyer, the seller, and the property. Four associations, no manual filing. The managing broker opens the transaction audit and every document is there — contracts from e-signature, emails from the inbox, meeting recordings from video calls, photos from the listing catalog. Three months after closing, someone needs the compliance documents. One search. Not four systems. Every document indexed under the deal, regardless of where it originated.
"Dear Sarah. Congratulations on 742 Elm Street."
The buyer welcome letter pulls the client’s first name, the property address, and the closing date from the deal record. Merge fields — placeholders that auto-fill with client data — span eighteen entity categories. No second browser tab. No copy-paste. The letter is accurate because the data is live. A buyer questionnaire form collects preferences — budget, bedroom count, neighborhood priorities, school district requirements. The responses write directly to the CRM pipeline, creating or updating the contact record.
Sign files a signed purchase agreement to Depot — the document orbits the deal record, the buyer's contact, and the property address — indexed and searchable. When the managing broker audits the transaction file, every document is there. No manual filing. No missing disclosures. The transaction audit that currently requires searching email, a transaction tool, and a cloud drive happens in one location in Depot.