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Digitize your real estate agent onboarding workflow
pdfFiller helps real estate companies hire and onboard new agents more efficiently by reducing paperwork and eliminating manual data entry, transcribing handwritten forms, printing, scanning, and mailing documents.
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Use case overview
A real estate agency’s HR manager uploads a new employee application form to their pdfFiller account and adds fillable fields. The application form is then made available for filling out and eSigning on the company’s website. When publishing the form, the HR manager can request additional documents from an applicant to be attached to the form. Once a new prospective employee completes and submits the form, it will be automatically sent to the agency’s pdfFiller inbox for further processing.
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, new real estate agent onboarding checklists, 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
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Step by step guide for a real estate agent onboarding process
1.
Register your pdfFiller account. You can try pdfFiller risk-free with a 30-day trial.
2.
Upload a real estate employee application form to your pdfFiller account or create one from scratch. You can find useful form samples in our online library.
3.
Open the uploaded document in the editor and add fillable fields to the form.
4.
Make the application form public using LinkToFill.
5.
Specify additional files the applicant is required to attach to the form (e.g., licenses, tax forms, compliance certificates, photos, etc.)
6.
Publish the application form on your website or send it to new hires via a corporate chat.
7.
Once a new employee completes and eSigns the application form, you’ll find its executed copy along with the attached files in your pdfFiller inbox.
Pro tips
Extract data from filled out application forms to spreadsheets or CRMs to maintain your database of employees.
Follow up on incoming application forms with pre-filled job offers and real estate agent onboarding checklists via signNow.
Save time pre-filling multiple employment contracts or association membership applications using Fill in Bulk. You can pre-fill up to 1,000 documents at a time by adding information from your database or CRM to a table.
real estate professionals choose pdfFiller?