ShareFile is Built to
Make Life Easier for
Real Estate Professionals
Securely manage & share files, plus save time
with workflow automation.
Unified Document Collaboration
Easy-to-Launch Workflows
Manage file requests from start to finish, track internal approvals faster than ever, and build your own workflow templates.
Digital Document Requests List Custom Workflow Automation
An Exceptional
Client Experience
Deliver the modern experience your clients crave with a secure, custom-branded client portal, convenient pre-fill forms, and integrated e-signatures.
Integrated E-signature Secure Client Portal
Secure Document
Storage & Exchanges
Keep your client data safe and secure with permission settings and authentication features you control. Encrypt file attachments to protect every send, share, and email attachment.
User Authentication Email File Encryption
Integrate with Your Favorite Tools
ShareFile connects beautifully with the most popular workplace tools.
Microsoft 365
Integrate ShareFile with Microsoft 365 apps like Outlook, OneDrive, and more to create effortless document collaboration.
Google Worksplace
Integrate with Google Drive and Gmail for simple, secure link sharing.
QuickBooks
Simplify agreement signing and enhance client experience with QuickBooks integration.
SalesForce
Integrated lead management to automate onboarding with ShareFile.
Zapier
Zapier effortlessly integrates ShareFile with over 4,000 applications.
“The ease of use, the plugin and the remote access are what make ShareFile essential to our business. The whole process is very user friendly.”
Denise Johnson Marketing Director, Colliers International
FAQs
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How Do You Organize Real Estate Documents and Files?
Using real estate document management software is the most effective method for getting, and staying, organized. Unlike traditional document management systems, which focus on replacing paper-based processes with online storage, a solution like ShareFile simplifies all workflows. You can request documents, send automated reminders, collect signatures, and keep everything organized in tidy client portals
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What is Workflow Automation in Real Estate?
Real estate workflow automation software allows agents to complete routine tasks without the need for human input. For example, with pre-built automation templates in ShareFile, you can request new client documents, collect e-signatures, and send reminders — all without having to send a single email yourself.
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Can Real Estate Closing Documents Be Signed Electronically?
If your state allows the use of remote online notarization (RON), you can use ShareFile’s integrated e-signature to allow clients to sign closing documents electronically.
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How Does ShareFile Help Real Estate Agencies & Brokerages?
As a leading real estate document and workflow management solution, ShareFile helps real estate agencies save time and move faster. Professionals can use time-saving automation, built-in workflows, and integrated e-signature to efficiently launch, manage, and complete document-related workflows.
Bring ShareFile to Your Real
Estate Agency
Find the right ShareFile plan for you by exploring our comprehensive list of features.