Real Estate Document Management & File Sharing Software

Facilitate Secure File Sharing for Real Estate Professionals

Whether it’s a property listing or a pre-approval letter, SmartVault allows easy, secure exchange of key real estate documents between staff and clients from an online document management portal.

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Simplify and Expedite Customer Interactions through a Centralized Client Portal

When you choose to securely share files online using a client portal, you are giving your clients peace-of-mind and building credibility for your business. When they are happy, they come back and bring you their friends. That’s the happy ending we want you to have.

Increase efficiency and close sales faster

Get leasing agreements and closing contracts signed instantly with built-in eSignature integration
Scan paper files into an online portal to keep everything securely stored in one place
Customize folder templates and automate document workflows to save time on administrative work

Impress clients with convenience and security

Give clients a secure, password-protected portal to upload their most sensitive documents
Strengthen your company’s image with a branded client portal linked directly to your website
Grant your clients permission-based repository access so they can track progress along the way

Centralize all your real estate documents, with secure anytime/anywhere access

Use full-text search to quickly find, view, and edit any documents with just a few clicks
Access documents from your office or on the go with our cloud-based desktop and mobile app
Upload or drag-and-drop documents to SmartVault with ease

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Protect Your Clients and Your Real Estate Business

As a real estate professional, you handle confidential documents such as credit reports and bank statements every day. With cyber criminals eyeing your trove of personal data, it’s your responsibility to protect clients’ critical information from threats.

Store and manage documents in one secure and centralized portal

Securely exchange critical documents and sensitive information with clients and other agents online using a password-protected portal.

Expedite transactions through simplified e-signing

Easily request and receive legally binding eSignatures on leases, contracts, deeds and more from clients so deals close faster.

Implement 24/7, always on access through mobile apps

No computer? No problem. Our platform comes in mobile apps for you to access, upload, or download any files you need at any time.

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See Why Over 30,000 Business Professionals Trust SmartVault Every Day

Being able to drag and drop an email, and as well as an Excel file or whatever you want into SmartVault is amazing. Email attachments are possible, too, which my staff love, because they used to have to go into email and then double click on each attachment, now it’s just zip, zip, zip, one, two, three and then rename them as to what they are, you’re done.”

John Coleman CPA Owner Commonwealth Business Services