Top 10 document management softwares for real estate agents
When working in the real estate sector, and managing numerous forms, contracts and other paperwork, it is crucial to have a reliable and efficient system for managing and organizing all of your important documents. With so many different options available, it can be overwhelming to choose the best software to use.
Here- in no particular order - are ten of the most useful document management software for real estate agents:
1. DocuSign
Firstly, one of the most popular and widely used tools in DocuSign, is a nifty tool that primarily acts as a tool for signing documents. The service allows agents to sign and send documents electronically easily, wherever they are. This not only eliminates the need for paper documents but most importantly provides quick and easy access to all of your important documents remotely.
2. Evernote
Evernote is a useful tool for note-taking, helping to easily create and organize notes, documents, to-do lists and other important information. This service encourages productivity by making it easy to access and share information with clients and colleagues.
3. Adobe Sign
Another option is Adobe Sign, which is a cloud-based digital signature platform that allows real estate agents to easily and securely receive client signatures. One handy feature is that it integrates with popular business tools like Microsoft Office and Salesforce, which makes it easy to use in various settings.
4. Hellosign
Equally, Hellosign is another popular digital signature platform that offers a range of features for real estate agents. The software promotes easy document sharing and tracking, but also includes tools for managing multiple signatures and setting up automatic reminders.
5. PandaDoc
PandaDoc is a digital signature platform that boasts tools to create and manage documents. Specifically, real estate agents can use it to create professional-looking proposals, contracts, and other documents; and subsequently, collect signatures from clients.
6. SignNow
SignNow is a digital signature platform that offers a simple, user-friendly interface with powerful features. Real estate agents can use it to quickly and securely collect signatures from clients, and it also includes tools for managing document templates and tracking signatures.
7. eSignLive
Our final recommendation for digital signature platforms: eSignLive is designed specifically for the needs of real estate agents. With a range of features, including the ability to manage multiple signatures, customize document templates, and track signatures in real-time, it can be a handy tool in your arsenal.
8. Dropbox
Moving on to digital storage options, this is a cloud-based storage solution that promotes document sharing, enabling agents to easily access and share documents from any device. With Dropbox, you can upload and store all of your important documents in one central location, making them easy to access and share with both clients and colleagues.
9. Google Drive
Arguably the most well-known of the cloud-based storage software, Google Drive. This service allows storage and access to documents from anywhere, as well as a variety of features, including the possibility to collaborate on documents with others in real-time.
10. OneDrive
Finally, One Drive is Microsoft’s cloud-based storage solution, which again promotes live collaborative editing of documents and allows agents to easily access and share documents from any device.
Conclusion
In conclusion, there are various useful tools available to assist estate agents: in signing documents, taking notes, and storing documents in the cloud. Each platform offers its own unique features and benefits, so it's important for agents to carefully evaluate their options and choose the one that best fits their needs.
