For real estate
Paperwork at the speed of the deal
Leases, offer letters, and disclosures all follow your standard forms - it is the property and party details that change. Enter them once, or pull them from your systems, and the documents are ready before the client's coffee is.
- Minutes per document, not hours
- Applicant details via shareable forms
- One template per document type
One smooth flow, deal after deal
Set up your lease workflow once. Every tenancy after that is a form fill away.
Gather the deal details
Fill a quick internal form with property, party, and term details - or let applicants submit their own information through a shareable public form, or pull data from your property management system via a webhook call, sent directly or through Zapier.
Generate the documents
Your Word templates fill instantly: lease terms and rent schedules computed with formulas, pet and parking clauses included only when they apply, property photos placed automatically.
Send them out
Email the lease to the tenant and a copy to the landlord, file the PDF in the property's folder in cloud storage, and log the tenancy in your tracking spreadsheet.
Built for busy brokerages and property managers
Fewer admin hours per transaction, and no more version confusion.
Deal-speed turnaround
Generate a complete, polished lease or offer letter in the time it takes to fill a form. Momentum stays with the deal instead of dying in paperwork.
The right terms for each property
Furnished or unfurnished, pets or no pets, parking included or not - conditions pick the right clauses from one template based on the details you enter.
Applicant-filled forms
Send applicants and tenants a clean, professional form to enter their own details - no deciphering handwriting, no retyping from emails, fewer errors in final documents.
Photos and floor plans included
Image tags place property photos, floor plans, and agency branding into the generated documents automatically.
Works with your property stack
Trigger document generation from property management systems, CRMs, and listing tools through webhooks, Zapier, or Make.
Everyone gets their copy
Tenant, landlord, agent - one workflow run delivers the document to every party and archives it, so nothing gets lost in an inbox.
Documents agencies automate
- Lease agreements
- Offer letters
- Property disclosures
- Rental application summaries
- Tenancy renewals
- Property listing sheets
- Move-in checklists
- Notice letters
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Frequently asked questions
Yes. A single lease template can include different clauses or sections for furnished vs. unfurnished properties, pets, parking, utilities, or other terms, with the deal details determining what appears.
When the documents differ more substantially, the workflow can instead use those same details to choose the appropriate template - for example, selecting a different lease for residential, commercial, or short-term properties.
- Yes. Workflows can start from a shareable public form. Applicants type their own information, and it flows straight into the generated documents.
- If your software can send a webhook - directly or through Zapier or Make - it can trigger TemplateDocs workflows. Property and tenant details map directly to your template tags.
- TemplateDocs generates and delivers the finished PDF or Word document. Collect signatures the way you do today - in person or with your e-signature tool of choice.
- Yes. Formulas handle prorated first months, deposits, escalations, and date arithmetic like term end dates - computed at generation time from the deal data.
Move the deal forward, not the paperwork
Bring your lease or offer letter to TemplateDocs and generate your next one in minutes - branded, complete, and delivered.
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