Document Generation (Contracts)
Offer letters and contracts generated in minutes with all client data auto-filled, delivered as signature-ready PDFs directly to the client's inbox — without your agent touching a template.
Document Generation Automation eliminates the single biggest bottleneck in real estate deal closing — the paperwork.
We build the pipeline that pulls client data from your CRM, merges it into your document templates, generates a clean PDF, and sends it for signature — automatically when a deal reaches the right stage.
Template Design
We set up your offer letters, listing agreements, and client disclosure documents as auto-fill templates in DocuSign or PandaDoc.
CRM Data Merge
Client name, property address, price, agent details, commission splits, and dates are pulled from GHL and merged into the document without manual entry.
Automatic Generation & Delivery
When a deal hits the "Offer Ready" stage in your pipeline, the document is generated and emailed to the client within minutes.
Signature Tracking
Unsigned documents trigger automated reminder emails and SMS to clients — and update the deal stage in GHL when signed.
How every NexXaBase system gets built, deployed, and maintained.
Four consistent phases across every engagement — from first audit to live monitoring.
[01]
Audit
We review your current lead flow, CRM setup, and tools before touching anything. No assumptions, no shortcuts.
[02]
Design
We map the exact automation blueprint for your workflow and present it for your sign-off before a single line is built.
[03]
Deploy
We build, test, and go live. Average 5–7 days for Starter systems. Every flow is stress-tested before launch.
[04]
Monitor
Monthly retainer covers API health checks, prompt tuning, system updates, and a dedicated support channel.
Delivered systems include documentation, post-go-live support, and a monitoring handoff.
Auto-fill document templates (up to 5)
CRM-to-document data merge pipeline
Signature request automation
Deal stage update on signature
"Our agents used to spend 30–45 minutes filling out offer letters manually. Now it takes 2 minutes. A deal hits the right stage, the document gets generated, sent, and signed. It's the most visible ROI we've seen from any tool."
Nadia Rossi
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