Agents help property management businesses stay on top of their properties and keep owners, tenants, and vendors in sync.
Keep emailed project documents in the archive under their original filenames.
Your email attachments land in the archive folder you choose, with their original filenames, ready for your team to find.
Place signed PDFs and their audit pages in the right client files.
Your final agreement folder holds the signed PDF and its audit certificate, and the owner gets links to both.
Pair final agreement files with verified signing evidence.
Keep signed agreements ready for handoff, with signature certificates or audit trails beside them and a clear note when proof is missing.
Keep late project files with the pending document review.
Your reviewer sees missing files on the pending approval item, even when a requester adds them after the review starts.
Link project files to summaries and flag uncertain details.
Get a JSON file with key facts from new intake documents, plus a short summary and clear notes on anything you need to review.
File signed project agreements and logs in the final folder.
Your signed agreements and signing logs land together in the restricted folder you choose, and the owner gets links to both PDFs.