Your agreements, filled in from the client's file.
Build the template once, and every agreement after it comes out with the client's name, the property and your fee in place. Every version is kept, so you know exactly what was sent.
You set your terms here. Priya completes their own details and signs first - you counter-sign after.
Agencies listed on buyersagents.com.au
Re-typing an agreement is how the wrong fee goes out.
The client's name from an email, your licence from memory, the fee from last time. Every agreement retyped is a number that can go out wrong under your name.
Documents fills the agreement in from the client's file, in your own wording.
Your wording, filled from the file.
Mark the fields on a template in your own words. The client's name, your licence and your fee come out of the record, not your memory.
- Fields marked once on a template in your own words
- The client's details and your fee filled from the record
- Your fee and terms entered once, carried onto everything
Every version, filed where you can find it.
The forms a purchase needs stay with the paperwork they belong to, every version is kept, and the cabinet is filed by client and by kind.
- The forms a purchase needs, kept with their paperwork
- Every version kept, so you see exactly what was sent
- Filed by client and by kind, not one long list
What Documents has
- TemplatesBuilt once with the fields marked, then reused. Your wording, not a generic form.
- Generated documentsThe client's name and email, your licence and your fee come out of the CRM rather than out of your memory.
- Document defaultsYour fee, your terms and your business details, entered once and carried onto everything.
- State formsThe instruments a purchase actually needs, kept with the paperwork they belong to.
- Version historyEvery version kept, so you can see exactly what the client was sent.
- CabinetFiled by client and by kind, so finding last year's agreement is not an archaeology exercise.
What it connects to
- CRMThe client's name, address and the property are filled from their record, not from memory.
- E-SignA generated agreement goes out for signature from there, and the executed copy comes back to the file.
- JourneysA document is attached to the purchase step that needs it, so nothing is due before it makes sense.
All 18 modules on one subscription
Documents is part of BuyersagentsOS. No add-on tiers and no per-module pricing.
Your card is added today and charged only when the trial ends. Cancel before then and you pay nothing.
See what the plan costsWritten once, filled every time.
Documents comes with BuyersagentsOS. Your wording, your fee and your terms, carried onto every agreement, with every version kept.
Every plan opens with a 7-day trial. Upgrade when you are ready. Cancel any time.