Command Center
Documents & Workflows
Keep all your real estate documents organized and create reusable workflows for your deal process.
Document Management
Uploading Documents
Upload files from anywhere in the app:
•Property documents — from the property detail screen
•Contact documents — from a contact's profile
•General documents — from the Documents screen
•Supported formats — PDF, Word, Excel, images, and text files
Organization
Documents are automatically organized by:
•Property — files attached to a specific address
•Contact — files linked to a person
•Type — contracts, inspections, financial, legal, photos
•Date — upload date and document date
Viewing and Sharing
•Preview — view documents directly in the app without downloading
•Download — save to your device
Sending a document to a contact from here is coming soon.
AI Document Analysis
Upload a document and ask your AI team to review it:
•"Summarize this inspection report"
•"What are the key terms in this lease agreement?"
•"Flag any concerns in this purchase contract"
The agent's analysis is delivered for your review. It highlights important sections, potential issues, and key dates. Answers can show the page they came from: see Ask About Your Documents.
Workflows
Coming soon. Workflows will be the recurring jobs you set up yourself: a name, a category, how often it runs, and a switch to turn it on or off. Ready-made templates and step-by-step checklists will follow.
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