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DocumentFlow · Portals · Integrations

Email it. It files itself.

A scan or an email lands in the inbox, is read for its address, and files to the property and its open deal. A Baltimore brokerage keeps more than 50,000 documents on file in it.

The DocumentFlow inbox: three documents waiting, each with Break apart, Preview and Assign
A closer look
A four-page scan being split into separate documents

One scan, many documents.

Split a stack into files in seconds.

A deal's documents, grouped by listing and sale, with what is still needed

Find anything in seconds.

Every file on its property and deal.

Also in the box

Public portals

Offer · Vendor · Client. A link for the outside party, with no login to set up.

QuickBooks Sync

Connect one QuickBooks Online company; expenses and vendor bills push as Purchases and Bills, mapped to your accounts.

CustomFlow

What only your office needs. At a Baltimore brokerage: a worklist for a one-time cleanup, a monthly exception report to the franchise, a grass-price queue.

Help, releases, how-tos

A help center in the app, release notes every week, public how-to pages.

DocumentFlow in a minute. More videos →

See it with your own files.

Book a demo and we will walk your office through it.

Keep going