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Digital Assistant for Estate Agents

Stop re-typing.
Start closing.

Upload one master profile. Let AgentDoc automatically populate all your agency forms—preserving existing templates, logos, and layouts perfectly.

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Trusted by top real estate agencies

Pam Golding

RE/MAX

Seeff

Rawson

01

The Problem

Hours lost to repetitive paperwork.

Every new listing or lease requires the same information entered across multiple forms: Mandates, FICA documents, Lease Agreements, and Disclosures. Manual data entry leads to errors, missed signatures, and wasted time.

  • Average agent spends 15 hours/week on admin.
  • Inconsistent formatting across agency templates.
  • Missing fields delay compliance and commission.

Manual Entry vs. AgentDoc

Time per client pack45 mins3 mins
Error rate12%0%
Template formattingBrokenPreserved

02

How it works

From raw data to completed document packs in three steps.

1.

Upload Master Profile

Drop in a single client ID and property detail sheet. AgentDoc extracts all necessary data points automatically.

2.

Select Document Pack

Choose the agency forms you need (e.g., Sole Mandate + FICA). AgentDoc knows exactly where each field goes.

3.

Review & Export

Forms are populated instantly. Existing logos, tables, and layouts remain untouched. Export as PDF ready for signature.

Assistant Insights
Active
  • 3 forms are ready for review.
  • ID number detected and added to all required fields.
  • Lease agreement is missing tenant banking details.
  • Invoice can be generated once the mandate and FICA checklist are complete.
  • All agency logos and template formatting preserved.
Document Pack Status
  • Sole Mandate.pdfComplete
  • FICA Declaration.pdfComplete
  • Lease Agreement.pdfMissing Info

03

Your proactive assistant

AgentDoc doesn't just fill fields—it checks your work.

Template Preservation

We don't rebuild your forms. We overlay data onto your exact agency templates, guaranteeing brand compliance.

Smart Tracking

Instantly see which documents are complete, which are missing information, and what's ready for signature.

Premium Workflows

Trigger ID document data extraction, credit checks, and invoice generation the moment a document set is marked complete.

"AgentDoc saved our team 15 hours a week. We no longer worry about FICA non-compliance or typos on lease agreements. The fact that it perfectly maintains our agency's letterhead and formatting is the real magic."
— Sarah Jenkins, Principal Property Practitioner

04

Built for every portfolio

Residential Sales

Process mandates, seller disclosures, FICA packs, and offers to purchase from one central client profile.

Property Management

Automate lease agreements, tenant onboarding, inspection sheets, and renewal documentation.

Commercial Brokers

Handle complex corporate entity FICA, multi-tenant schedules, and commercial lease terms effortlessly.

05

Frequently Asked Questions

Do I need to recreate my agency's forms?
No. You upload your existing PDF or Word templates. AgentDoc maps the fields and preserves your exact layout, logos, and fonts.
Is the data secure?
Yes. We use bank-level encryption. Client data is stored securely and can be purged according to your agency's retention policies.
Can it read ID documents?
Yes. Our premium tier includes OCR capabilities to extract ID numbers, names, and issue dates directly from scanned documents.
What happens if a field is missing?
The dashboard flags incomplete documents in red and lists exactly which data points are required to finish the pack.

Ready to reclaim your time?

Try AgentDoc free for 14 days. If it doesn't save you at least 5 hours in your first week, you pay nothing.

Start Free Trial