Property and contact files
Documents stay with their record instead of being scattered across local folders.
Organised documents — contracts filled at a click.
Store documents by property and contact, and prefill contracts from templates without copying old files.
AI recognises suitable placeholders in sample contracts to turn documents into reusable templates quickly.
A clear process shows where your input is needed, what the system does and where you review the result.
Upload land register extracts, energy certificates, plans and other files directly to a property or contact.
Add placeholders for recurring property, contact and agency data to a contract template.
Select a template and records, generate the filled document and save the finished PDF to the file.
These capabilities are part of the current product and use the same properties, contacts and work records.
Documents stay with their record instead of being scattered across local folders.
Maintain reusable agency agreements, offers and reservation templates centrally.
When importing a template, AI helps recognise recurring sections as suitable data fields.
Insert property, contact and agency data, then save the generated PDF directly to the record.
Upload successive versions with visible version numbers, sizes and dates. Downloads use time-limited signed links.
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Built for estate agents in Germany, Austria and Switzerland.