Fill it once. Use it on every form.
Proplo shows which forms each deal stage needs, helps you fill them out with the deal details already in Proplo, and sends them from the deal page. No Acrobat. No hunting for PDFs.
Transaction paperwork is one of the biggest time drains in real estate.
Every deal has its own stack of required forms. The usual routine: hunt for the right PDF version, fill it by hand, send it, 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. Your state association's forms open right from the deal, with your deal details ready to copy in. The checklist lives on the deal page.
4 forms required at this stage
2 forms have deal details ready. Open any to review.
Fill once
Enter the deal facts once. Use them everywhere.
Parties, property address, purchase price, closing date. You enter these once on the deal, and Proplo has them ready for every form in the file. Edit any field right in the browser, no Acrobat. For association forms, the same facts become a data sheet you copy in.
Deal details
412 Maple Ridge Dr
3 of 3 key fields
Needed now
- Closing date, filled in
- Earnest money amount, filled in
- Title company, filled in
- BuyerDana Whitaker
- SellerChris Allen
- LenderFirst Home Lending
Packet send
Group, review, send, from the deal page.
Group finished documents into a packet and review the whole thing before it goes out. Send it from your own Gmail or Outlook and see when it is delivered. Every sent packet is logged in the deal history.
Current Packet
Sends from your connected Gmail or Outlook.
Sent history
Initial Offer Packet
listing@example.com · 3h ago
Seller Disclosures
client@email.com · 1d ago
Brokerage form library
Broker admins set up the form library. Every agent works 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 No hunting for the right version, no outdated templates.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 office library.
- One form library for the office, managed by admin
- Agents always get the verified version
- Personal forms alongside the office library
Office form library
The forms checklist
Every recommended form, right on the deal.
Here is the forms checklist on a deal: the exact forms this stage needs, with a data sheet ready to drop into your state forms portal.
Forms checklist
Purchase and Sale Agreement
→ buyer, seller, title, lender
Counter-Offer
→ buyer, brokerage
Add via Upload a form
Addendum to Contract
→ buyer, seller, title
Inspection Response
→ buyer, seller
Repair Amendment
→ buyer, seller, title
How deal documents work
Required forms, surfaced by stage
The checklist shows which forms each stage needs.
Fill once, use everywhere
Deal facts are ready for every form in the file.
Edit in-browser, no Acrobat
Fill and review right in the browser.
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, has your deal details ready to fill them, gives you a data sheet for association forms, lets you edit the PDF in the browser, and sends the finished packet through Gmail or Outlook.
Where do the deal details 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. Your state association's forms stay in the association's library: Proplo links you there with a Copy data sheet button, so you paste the deal data instead of retyping it.
See Deal Documents in action.
We will walk through a full transaction (checklist, deal details, PDF edit, and packet send) in a single demo call.
Book a Demo