Real Estate Agencies
Accelerate deal closings with automated document generation, digital signatures, and secure transaction rooms. Keep all parties informed with organized document access.
Sarah Chen
Broker / Office Manager
Real Estate | 15-75 employees
Sarah manages agents, listings, and transactions. Each deal involves dozens of documents - disclosures, contracts, inspection reports, title docs - often scattered across email and file shares. Deals get delayed when documents are missing or signatures are pending.
Challenges
Scattered Documents
Transaction documents spread across email, cloud drives, and paper files.
Manual Data Entry
Agents manually re-type client data into multiple forms.
Signature Delays
Chasing signatures from multiple parties delays closings.
Audit Difficulties
Compliance documentation hard to locate during audits.
Client Confusion
Buyers and sellers confused about which documents need action.
How Dropie Solves These Problems
Centralize all transaction documents in secure deal rooms. Auto-generate contracts from buyer/seller information. Collect all signatures digitally with clear status tracking.
Typical Transaction Workflow
Client Intake
Buyer or seller completes intake form with contact and property information.
Client Record Created
Client profile created with all submitted information and documents.
Documents Generated
Purchase agreement, disclosures, and agency agreements auto-generated.
Multi-Party Signatures
All parties receive documents for signature. Track who has signed.
Transaction Room
All deal documents organized in secure dataroom accessible to all parties.
Client Portal
Clients access their transaction documents through secure portal.
Features Used
Secure Forms
Buyer/seller intake forms with property details and document uploads
AI Document Processing
Extract property and client information from uploaded documents
Document Generation
Auto-generate purchase agreements, disclosures, and agency agreements
E-Signatures
Collect signatures from multiple parties with status tracking
Secure Datarooms
Transaction rooms for all deal documents with version control
Client Portals
Buyer and seller access to their transaction documents
White Label
Agency branding on all client touchpoints
Benefits
Faster Closings
Reduce time to close with automated document handling
All Documents in One Place
Secure transaction room eliminates scattered files
Multi-Party Coordination
Track signature status across buyers, sellers, agents, attorneys
Audit Ready
Complete document history with audit trails for compliance
Professional Experience
Branded experience builds client confidence
International Support
Multi-language support for international buyers
Implementation Steps
Create Client Intake Forms
Build buyer and seller intake forms with property and contact fields.
Upload Contract Templates
Upload purchase agreements, disclosures, and agency agreements as templates.
Configure Multi-Party Signing
Set up signature workflows with multiple signers and proper routing.
Create Transaction Datarooms
Set up dataroom templates for organizing deal documents.
Configure Client Portals
Set up portals for buyers and sellers to access their documents.
Apply Agency Branding
Customize with agency logo, colors, and optionally custom domain.