How do documents, contracts and leases work?
Every plan has a document vault on contacts and listings with expiry reminders. Pro adds contracts from your templates — signed on screen, or sent to be signed remotely by somebody with no CRM account — and lease records that remind you before a lease ends.
Document vault
Keep documents against a contact, a listing or a lease, with an expiry date if they have one, and the CRM reminds you before it passes. Agents archive documents; deleting takes a manager with the right to, and a signed document cannot be deleted by anyone.
Contracts, on Pro
Generate a contract from one of your own templates and have it signed on screen. Each signature is tied to the exact text shown to the signer, and once the first signature is on it, the text can no longer be edited, so everyone signs the same document.
A contract can also be sent to be signed remotely. Each party is emailed a private link that needs no account and no password, and signs in their own browser; the signature is bound to the same text in the same way. See "How do I send a document to be signed remotely?".
Leases, on Pro
Record what a landlord and tenant agreed and mark its status yourself. When an active lease is getting close to its end, the CRM raises a lead for the tenant, who is about to look for a new home, and a follow-up to ask the landlord whether to relist. Rent and deposit are recorded for reference only; the CRM never collects or converts money.