Document Management

Build your own real estate document management tool, no code required

Organize files, streamline processes, and enhance collaboration with a custom tool tailored to your real estate team's workflow.

Get started free Start with a template

Screenshot of a real estate document management tool user interface, displaying organized folders, property documents, and navigation menus for easy access and management.

real estate document management tool mobile ui

Loved by 800,000+ teams around the globe

Flexibility

Customize your document management tool

Add only the features and workflows your real estate team needs. Adjust your setup now and evolve it later—no coding or compromises required.

UI screenshot of upload and organize documents

UI screenshot of share documents with stakeholders

UI screenshot of track document status and approvals

UI screenshot of set document reminders and expirations

UI screenshot of search and filter document repository

UI screenshot of generate document checklists

Data Management

Bring all your real estate data together

Connect spreadsheets, MLS systems, and other tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your documents.

Explore all data sources

Power

Give every user a secure real estate portal.

Provide agents, clients, and partners with custom access to property documents in a fully branded portal. Set up permissions and secure logins in minutes.

Easy, secure logins

Enable users to review and share real estate documents from any device. Your portal adapts seamlessly to mobile and desktop.

Works on any device

Enable users to review and share real estate documents from any device. Your portal adapts seamlessly to mobile and desktop.

Automations

Integrate with your existing tools to automate document requests, approvals, and notifications for real estate transactions.

User groups

Provide separate logins for agents, buyers, sellers, and partners. Each group gets personalized dashboards and document access.

Advanced permissions

Set granular rules for documents and folders. Customize visibility and actions for every real estate user group.

Security

Safeguard sensitive property information with SOC2 and GDPR compliant security features designed for real estate professionals.

AI Magic

Put AI to work for agents

Let agents ask AI about leases, agreements, or compliance—get quick answers within your document management portal from Softr.

Why Softr

Why Softr vs other software

No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.

UI screenshot of Softr drag-and-drop dashboard setup for building real estate document management tool

Easy, fast setup

Create your real estate document hub in minutes—just drag, drop, and use built-in templates.

UI screenshot of Softr dashboard with resources, contacts, finances, and projects modules

Consolidate your stack

Add e-signatures, client access, or approval steps as your document needs change—no rebuilds.

Integration logos showing Softr connected with Airtable, Notion, Google Sheets, HubSpot, SQL, Rest API, and more.

Flexible as you grow

Manage contracts, forms, and client files all in one place—no extra tools or logins needed.

“We’re not coders or developers, but Softr is so easy to use and learn — it lets us run with our ideas.”

Ashley Kalinauskas

CEO, Torigen Pharmaceuticals

Read Case Study

“With Softr we’re able to experiment and innovate at the speed of conversation, which gives users a sense of control and ownership.”

Oliver Thomas

Maker Digital Systems Architect, MIT

Read customer story

“The biggest benefit we’ve found with Softr is how customizable and flexible it is. We’ve been able to create a platform that is adapted to our fairly complicated needs.”

Isobelle Ford

Founder & Director, Skylight Ventures

Read Case Study

“We’ve been able to create multiple client and employee portals with Softr and it works like magic. The integration with monday.com is seamless.”

Jesuena Estoque Reimer

Founder, Mindflows

Learn More

“Building our sustainability training app on Softr let us deliver an intuitive user experience to over 5,000 professionals in days without writing a single line of code.”

Guillaume Duvernay

Growth Lead, Plan A

Read Case Study

“I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went “this is it!”

Rebecca Berneck

CEO, Officeheads

Read Case Study

How It Works

Build a fully custom real estate tool in minutes

Connect to your data in seconds

Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.

Customize layout and logic

Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.

Publish and launch

Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.

“Our submission process used to be on paper. Now clinics use our Softr customer portal and submit in a few clicks. It saves 3-4 hours a day of at least one employee’s time.”