Document Automation for Real Estate
Create, deliver, and e-sign comprehensive and compliant real estate documents accelerating revenue and growth.
Automate document processes that drive business growth
Create complex lease agreements including standard and custom clauses, with ease
Using the Experlogix 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.
- 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
Automate the generation and delivery of late rent notices
Experlogix Smart Flows integrates with your real estate organization’s CRM platform, so you can effortlessly build and deploy 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.
- Configure Smart Flows to attach a copy of a document to the tenants’ record in your CRM or ECM system.
Request a Demo
Let us know about the sales challenges you’re facing and to see a demo of Experlogix Document Automation in action.