Fill it once. Every form, done.
Proplo shows which forms are required at each deal stage, prefills them from data you already entered, and lets you edit and send right from the deal page. No Acrobat. No hunting for PDFs.
Transaction paperwork is one of the biggest time drains in real estate.
The average transaction involves 10 to 20 required forms. Most agents hunt for the right PDF version, fill it manually, send it for signature, then realize a field was wrong. Every deal. Every time.
A transaction, start to finish
Stage-grouped checklist
Know exactly which forms are required, at every stage.
When a deal moves to Under Contract, Proplo surfaces the exact forms required: purchase agreement, disclosure, inspection contingency addendum. No lookup, no guessing. The checklist lives on the deal page.
4 forms required at this stage
2 forms prefilled from deal data. Open any to review.
Fill-once prefill
Enter the deal facts once. Every form fills.
Parties, property address, purchase price, closing date. You enter these once on the deal, and Proplo maps them to every AcroForm field on every document in the checklist. Edit any field right in the browser, no Acrobat, and every form stays in sync.
Deal data
Enter once. Every form uses this data.
Purchase Agreement
Fields prefilled from deal data. Click any field to edit it directly.
Packet send
Group, review, send, from the deal page.
Group finished documents into a named packet and review them in one gate before anything goes out. Send from your connected Gmail or Outlook with delivery tracking and one-click retry. Every sent packet is logged in the deal history.
Current Packet
Sends from your connected Gmail or Outlook.
Sent history
Initial Offer Packet
listing@centralhomes.com · 3h ago
Seller Disclosures
client@email.com · 1d ago
Brokerage form catalog
Broker admins curate the catalog. Every agent draws from it.
Upload your brokerage transaction forms once and map the fields. Every agent gets the same verified, current forms. No hunting for the right version, no outdated templates. Agents can add personal forms alongside the org catalog.
- Org-wide form catalog managed by admin
- Agents always get the verified version
- Personal forms alongside org catalog
Org form catalog
The forms checklist
Every recommended form, right on the deal.
This is the live product: the exact forms this deal needs, at this stage, with a prefilled data sheet ready to drop into your state forms portal.
How deal documents work
10 to 20 forms per transaction
All surfaced at the right stage, automatically.
Fill once, every form updates
Deal facts map to every AcroForm field.
Edit in-browser, no Acrobat
Fill and review without installs.
Every packet logged
Sent via Gmail or Outlook with delivery tracking.
Questions about deal documents
What is the Proplo Deal Document Center?
The Deal Document Center is where a transaction lives in Proplo. It shows which forms are required at each stage, prefills them from data already in the deal, lets you edit the PDF in the browser, and sends the finished packet through Gmail or Outlook.
Where does the prefill data come from?
From the deal record you already built. Names, addresses, prices, and dates flow from the pipeline into the form fields, so you enter a detail once rather than retyping it across every document in the file.
See Deal Documents in action.
We will walk through a full transaction (checklist, prefill, PDF edit, and packet send) in a single demo call.
Book a Demo