Document automation for real estate
Automate the paperwork that slows you down. From leases to listings, keep every document accurate and on-brand.
The hidden costs of manual document work
When document work drags, so do deals. Here’s what holds real estate teams back.
Repetitive work eats away at productivity
Agents and property managers waste hours re-entering the same data into contracts, leases, and forms instead of focusing on clients and closings.
Too many errors lead to compliance risks
Manual edits and outdated templates lead to mistakes, missing clauses, and regulatory gaps that can stall deals or trigger penalties.
Inconsistent documents harm your reputation
Inconsistent logos, disclaimers, or formatting across documents weaken credibility and put your firm’s professional image at risk.
Where real estate teams can benefit from document automation
You deal with different kinds of documents every day. See where automation can help you save the most time while also reducing risk.
| Document types | Examples | How document automation helps |
|---|---|---|
| Agreements | • Lease agreements • Sales contracts | • Generate accurate, pre-filled contracts • Close deals faster |
| Disclosure and compliance documents | • Regulatory disclosures • Compliance checklists | • Stay compliant automatically • Reduce risk of missing clauses • Update legal clauses centrally for future use |
| Financial and closing documents | • Closing statements • Loan agreements | • Minimize costly errors • Speed up financial workflows |
| Marketing materials | • Brochures and fact sheets • Comparative Market Analysis (CMA) reports • Property descriptions • Virtual tour scripts | • Automatically build every document within brand guidelines • Enable team members to create professional, branded documents easily |
| Internal documents | • Client intake forms • Appointment confirmations • Maintenance work orders • Tenant welcome packs • Renewal and rent increase notices | • Save time on property management tasks • Improve tenant and client experience |
Why real estate firms choose Templafy
“Employees now know that they are always using the latest version of the templates and everything is completely integrated into the Office package. This has been a huge advantage.”
Roos Nederveen
Senior Consultant Corporate Branding, Ramboll
Close more deals with automated workflows
No more paperwork delays. Generate contracts, disclosures, and closing documents in minutes with Templafy.
Centralized management with tiered access
Control who can access, edit, and share documents, with enterprise-level security that protects sensitive client data.
Easy integration with your CRM and ERP
With dynamic rules that adapt to regions and member profiles, your teams produce personalized policy packets that remain consistent and compliant, without extra effort.
User-friendly workflows in familiar tools
Get started quickly with an intuitive platform your teams will actually enjoy using, accessible from the tools they already know.
How it works
Smart templates
Documents auto-fill with the right client, property, and/or financial data.
Seamless data integrations
Works with your CRM, property management, and ERP systems.
Work in familiar apps
Create and edit documents inside the tools you already use like Word or PowerPoint.
Centralized content
Manage templates, assets, and AI prompts from one place.
AI built for professionals
Use managed AI to draft, improve, and standardize documents while staying on compliant.
Enterprise security
Built on leading cloud standards to protect sensitive data and meet compliance requirements.
Additional resources
Calculate your ROI
Understand the costs and benefits of automated template management.
How Grosvenor uses Templafy to manage brand reputation
The real estate group developed a cohesive brand identity to help reduce risk and boost their reputation.
Frequently asked questions
What is real estate document automation?
In short: it’s software that creates, manages, and updates real estate documents automatically. Instead of manually drafting leases, contracts, or disclosures, automation tools generate them with the right data, formatting, and compliance language built in.
What types of documents can be automated?
Everything from contracts, leases, and purchase agreements to marketing brochures, compliance forms, financial closing documents, and tenant communications.
How does document automation help real estate teams?
Document automation can help speed up deal cycles, reduce errors, and keep final documents on brand. Teams spend less time on admin and more time with clients.
Can Templafy integrate with our existing systems?
Yes. Templafy connects with leading CRMs, property management platforms, and ERP systems, so data flows seamlessly into your documents.
Is document automation secure?
Yes. Templafy meets the highest international cloud security standards, with role-based access, audit trails, and centralized governance.
Do agents or brokers need special training?
No. Templafy works inside familiar apps like Word, PowerPoint, and Outlook. The platform is designed to be intuitive and easy to scale across teams.