Digitize your real estate transaction management workflow
With pdfFiller, real estate agencies can speed up transactions while minimizing in-person meetings with clients and partners. Managing transactions digitally saves agents and brokers hours of tedious paperwork and hundreds of dollars on storing, printing, and mailing documents. Closing deals is now possible from any device, wherever you are.
Talk to sales
Top-rated PDF software recognized for its ease of use, powerful features, and impeccable support
Use case overview
An agency’s office administrator uploads templates of application forms, agreements, and state-specific documents to their pdfFiller account or finds them in the online library. The company’s employees can then conveniently manage the uploaded assets through a centralized system.
Documents in PDF, DOCX, and other formats are easily edited and turned into fillable forms.
Application forms and listing agreements are made readily available for filling out and eSigning on the agency’s website. Once submitted, they go directly to the agent’s pdfFiller inbox for further processing.
Individually tailored offers, agreements and deeds, once prepared, are sent to customers or other parties for eSigning. The agent will receive an instant notification once an offer is signed or declined.
The administrator organizes all documents into folders and assigns smart tags to them.
As a result, the real estate agent can ensure hassle-free transaction management while minimizing errors and document loss.
Benefits for real estate professionals:
Saved up to 40 employee hours per month
Eliminated expenditures for shipping and scanning documents
Secured environment for the safe storage and transmission of private customer data
Reduced printing costs by 70%
Eliminated form errors and lost files
Integration with Salesforce, Google Docs & Drive, Gmail, Dropbox, etc.
Learn how pdfFiller customers save money and time
5.0
For each new deal, I would upload blank PDF forms to the editor and start filling them out with client data from scratch. The forms didn’t look good and were hard to correct. Now I load a template from pdfFller’s library, add my data and it’s good to go. I can return to any form and easily update it with another name or number whenever I need to.
Lida Drummond
Douglas Elliman Real Estate
5.0
We needed something that would let us eliminate hours of administrative work each month and trim unnecessary paper-related spending. Using pdfFiller has been a seamless experience. We save time, keep our files organized and never run out of paper.
David Bui
CORE Realty Holdings Management, Inc.
Learn why real estate agencies choose pdfFiller
Win deals faster
Fill out realty agreements online and send them to clients for eSignature in minutes. Get signed contracts directly to your pdfFiller account.
Delight customers with a smooth digital experience
Create fillable PDF forms and let your clients complete them online from any device without the hassle of visiting your office in person.
Improve productivity while working in a team
Edit PDFs faster without having to convert files. Easily add annotations or comments to your agreements and share them with teammates and clients for approval.
Save time on daily routines
Make reusable templates and pre-fill them in bulk. Automatically generate and send as many uniform documents as needed. Use the online notary feature to speed up transactions.
Get fillable forms online
Access pdfFiller’s extensive library of 25 million ready-to-use forms. Find forms for mortgages, leases, deeds, easements, foreclosures, estoppels, licenses, and more.
Maintain security & compliance
pdfFiller helps your real estate business remain compliant with industry-leading standards such as SOC 2 Type II, 21 CFR Part 11, GDPR, HIPAA, and PCI DSS.
Check out the most popular forms for real estate agents
Do you have 10+ co-workers collaborating on documents in your organization? We have a solution for your entire team
Get premium functionality starting from $15/month for up to 10 users – try the best offer on the market.
Contact us for details
Send PDFs for signature in a role-based order
Share documents and folders within organizations
Collect data & payments with fillable forms
Maintain enterprise-grade security and compliance
Fill out up to 1,000 forms at once
Extract data in bulk
Automate document workflows
Learn how pdfFiller stacks up against the competition
This chart represents a partial list of features available in pdfFiller, PandaDoc, Adobe Acrobat and DocuSign
PandaDoc
Adobe Acrobat
DocuSign
PDF Editor & Document Creator
Edit PDF
Add Fillable Fields
Conditional fields
Custom Branding
Create documents and forms
Library of forms
Document Converter
PDF Converter
Merge PDF
Security & Compliance
Protect PDF
Encrypted folders
Audit Trail
HIPAA Compliance
Fillable forms
Host Fillable Forms
Collect Payments
Fill in multiple forms at once
Integrations
API
Send to the IRS
Mobile
Mobile Apps
Offline mode on mobile
Notarize
Sell forms
Show moreShow less
Step by step guide for a real estate transaction management process
1.
Register your pdfFiller account. You can try pdfFiller risk-free with a 30-day trial.
2.
Upload templates of frequently used documents to your pdfFiller account or find their state-specific, fillable versions in the online library.
3.
Edit the documents if needed or add fillable fields using the pdfFiller editor.
4.
Organize your documents by assigning tags to them. This will help you distribute assets quickly across multiple folders and make them easily searchable within the cloud.
5.
Make application forms public on your website via short links, QR-codes, or dedicated buttons using the LinkToFill feature. Your potential customers and partners will now be able to find, fill out, eSign, and submit forms in minutes.
6.
Whenever you need to send an agreement for signature, pre-fill a previously uploaded template and send it via signNow, Email, Fax, SMS, or USPS.
Pro tip: With pdfFiller, you can notarize documents online in a single click, as well as send tax forms directly to the IRS.
7.
Track all your transactions and related document changes using the Audit Trail feature.
real estate professionals choose pdfFiller?