The Admin That Eats Your Evenings
Signed contracts, amendments, inspection reports and disclosures arrive by email all day. Each one has to be renamed and dropped into the right client folder. Miss a few and you are searching your inbox at 10pm the night before a possession.
This watches your inbox for real estate documents, identifies which file they belong to, and puts them in the right Drive folder with a consistent name.
The shift: your document filing is done by the time you read the email.
What It Handles
Identification. Recognizes contracts, amendments, disclosures and reports by their content, not just the file name.
Matching. Ties the document to the right property and client file.
The full playbook
Read the full playbook free on Skool.
This is a preview. The other 8 sections and the branded PDF are in the free Elevation Real Estate HQ community, with weekly group calls.
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