Boilerplate Your Agent and Client Documentation Requests with our Real Estate Document Management Software

Make collecting real-estate client documentation requests streamlined and secure. Use digital checklists to collect files, data, forms and signatures from tenants, homebuyers, co-op members, agents, and service contractors.

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real estate document management software

Fast-Track How Your Real Estate Business Operates with Our Full-Service Online Document Management and E-Signatures

As a real estate business, landlord, or co-op, you have to handle an overwhelming amount of documentation daily. From tenant applications, onboarding new agents, to closing deals, you have to exchange and track hundreds of documents, which is no longer feasible manually.

Save time and money, improve accuracy, and delight customers when managing documentation for:

New Agents
Client intake
Tenant and co-op applications
Lending & leasing
Account Changes
Due diligence

Boilerplate is an online document management tool for real estate professionals that modernizes the whole experience by allowing you to create a quick, seamless document intake and e-signature process that boosts conversion and client satisfaction while preserving security and compliance.

Efficiency + Customer Experience

Boilerplate provides an easy documentation request experience for everyone.

Eliminate the manual paperwork

Document automation and e-signature allow real estate offices to process documentation completely online, freeing them from the burden of paperwork and administrative tasks. You can focus on exploring new opportunities and serving customers better.

Increase customer satisfaction

Online document management ensures real estate offices can process documentation faster, empowering customers to sign papers digitally from anywhere, anytime, and using any device. This accelerates transactions and improves customer experience.

Maintain security and compliance

Maintain electronic audit trails of all your signed contracts and consent forms. Boilerplate keeps your critical documents secure round the clock with enterprise-level cloud security.

Improve operational productivity

With fast processing and no manual document management or tracking, your sales and operations teams can concentrate on their main objectives – attracting more clients and profits, and keeping the daily operations frictionless.

Why Choose Boilerplate?


Boilerplate offers a fully secure document management workflow with cybersecurity best practices in mind, such as encryption of files in transit and at rest, multi-factor authentication, firewalls, and routine vulnerability scans to keep your sensitive documents secure, yet accessible.

No Code, Easy to Use

You don’t have to be a techie to use our document management software. Our out-of-the-box document intake & e-sign solution replaces all other applications with an end-to-end, secure platform. Manage your documents throughout their lifecycle with an efficient, organized, and user-friendly solution.

Optimized Workflow

When documents are managed electronically, it is more agile and efficient to assign each workflow, as employees can easily find the documents and information they want while conforming to working protocols and procedures.

Seamless Integrations

Our APIs make integrations with your existing tools easy, saving you thousands of hours annually. You can also export files for easier collaboration.

Use-Cases of Boilerplate

Our cloud-based document management and e-signature platform for real estate simplifies use-cases across the entire customer lifecycle.

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New Agents

Transform the entire process with automated document intake workflows, and an easy-to-search centralized repository.

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Tenant and Co-Op Applicants

Seamlessly ask customers for digital documents related to identifying information and comply with KYC to mitigate fraud.


Mobile-friendly Boilerplate solution can slash your leasing intake times from hours to minutes.

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Due diligence

Our cloud-based, easy-to-deploy document management system is equipped with a real-time visual tracker that ensures there are no surprises.

Transform the way your real estate office operates with Boilerplate document intake & e-sign platform.

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