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Forms & Document Management

Your company's documents, one correct version.

Unified templates in your brand, filled from system data, with every document saved in one place.

Unified

one set of templates for every department, from quote to contract

Error-free

variables fill automatically, so no field is forgotten

Accountable

every document's creator and creation time are recorded

In one place

a central archive of everything your team has issued

One template for every department.

From quotes to contracts, the whole team uses the same approved templates.

  • One template library for the company, instead of scattered copies in each department.
  • No confusion about “which version is the latest” — the team always generates from the approved template.
  • Update a template once and every new document reflects it.

Design every template in your brand.

Text, images, logo and colors, with variables you place wherever you want.

  • Full control over the template's design: text, images, logo and layout.
  • Ready-made variables (client name, unit number, price, payment plan…) filled automatically from system data.
  • More than one template, with different names, for each transaction type (quote, EOI, reservation, contract).

No more forgotten blanks.

Data is pulled straight from the client, property and contract, so nothing is left to fill in by hand.

  • Link a template to one or more modules: clients, properties, reservations, contracts.
  • Variables fill from their original source, so copy-and-paste mistakes disappear.
  • A correct document the first time, and more trust from the client.

Every document your team issued, in one place.

A central archive with the creator and creation time of every file.

  • A complete log of issued documents, linked to the client, unit or deal.
  • Know who created a document and when, without digging through paper photos and scattered files.
  • Quick search to reach any past document in seconds.

Built for real estate only

Documents that behave like your business.

Company-branded documents

Every PDF comes out with your logo, colors and approved wording.

Permissions control who edits and who generates

Decide who can edit templates and who can only generate documents from them.

Tied to the sales cycle

Generate the document from inside the client, reservation or contract file in one click.

Full accountability

Every document carries its creator and time, so you know who's responsible at any review.

Why not Word and PDF?

Why aren't Word and PDF enough?

One call from a client who found a mistake in their document can shake their trust in the whole company. In real estate companies a single template exists in many versions (v1, v2, v3…), so nobody knows which is the latest or what changed in it. Documents end up scattered between digital files and paper photos, and each department uses its own forms.

Kords moves your templates from scattered files into one system: an approved template, data that fills itself, and an archive that knows who created what and when.

A real workday

From template to finished document.

  1. Create the template

    Add the text, images and your company's branding, and place variables where you want them.

  2. Connect it to data

    Choose one or more modules (clients, properties, reservations…) to feed the variables.

  3. Generate the document

    One click gives you a complete document, saved in the archive with its creator and time.

Trusted by developers and brokerages

NARA DevelopmentsTechnical Dimensions Co.The Fort Urban DevelopmentsPioneer Real Estate Development

Frequently asked questions

Ready to unify your company's documents?

Book a 15-minute demo and see Kords on your own templates.