Real Estate
Document Management

Real estate document management software stores and tracks the documents behind every property deal, such as booking forms, passports and IDs, SPAs and lease agreements, against the right customer, unit and booking. Instead of hunting through inboxes and shared drives, your team uploads, previews and verifies every file from one record. PropertyFlex delivers real estate document management in Salesforce natively.

Every booking depends on paperwork. When documents sit in emails and folders, missing IDs or unsigned forms are found only when the SPA is due, and the same file is uploaded again and again. A document management system gives sales, operations and finance one organised view of what has been received, what is verified and what is still missing.

Salesforce can store files, but out of the box it has no real estate document checklists, verification status or rules that share one document across bookings, units and customers. PropertyFlex adds that real estate layer on top of Salesforce, so your team can manage deal documents from day one instead of building these processes yourself.

Administrators set which documents each process requires, for example for a booking or an SPA. The checklist then shows each required document on the record with its status, so your team can upload, preview and verify the missing items before the deal moves forward.

It lets a document created on one record appear on related records without creating a copy. A passport uploaded on a booking can also be shown on the customer and unit, through the relationship between those records. Administrators choose where documents appear, and only active rules are applied.

Yes. PropertyFlex can add a value from the record, such as the unit or booking number, to the document name when it is created. Different records produce different names, and where no value is set the standard document name is kept.

Yes. Booking forms, reservation agreements and SPAs are generated from your own templates and filled with booking, unit, customer and payment plan data, so every document follows the same standard format. Receipts and invoices can be issued automatically as payments and milestones are recorded.

Yes. Generated documents can be sent for e-signature through integrations such as DocuSign and UAE Pass, and the signed copy is filed back to the booking and unit.

Yes. When a new version is uploaded, earlier versions are kept, and views, uploads and signatures are recorded, so you always know which copy is current and who worked on it.

Access follows your Salesforce roles, profiles and permissions, so passports, IDs and financial documents are visible only to the teams that need them. PropertyFlex runs on Salesforce’s enterprise-grade security.

Bookings, units, customers and other Salesforce records your team works with. The same document experience can be added to new record types, so every team works the same way.

No. Required documents, visibility rules and document naming are all set through configuration, so administrators can update them without custom code.

PropertyFlex is built by Metadata Technologies, a real estate CRM company and Salesforce Partner. With 20+ years in real estate CRM, Metadata has delivered 100+ implementations across 12+ countries, and its solutions support 2,000+ active users for developers, landlords and leasing teams. You can learn more about Metadata Technologies or explore the PropertyFlex solution.

Yes. Metadata Technologies also builds Property-xRM, a real estate CRM on Microsoft Dynamics 365. It brings the same real estate expertise to the Microsoft platform, so you can manage your documents on the CRM your business already uses.