Doc Maker

Your own paperwork becomes a template, and the CRM fills in every blank it already knows.

Built for real estate, ready to set up for your team.

Works on computer and phone.

Your form, turned into a template

The agent’s own Buyer Broker Agreement, saved as a template. Every blank is a field: blue ones Casa fills from the CRM, gold ones it asks you for once.

What it does for you: You see exactly what the CRM will fill in before you make a single copy.
How I can do this for you: I can turn your own agreements and forms into templates like this one.

Ask me about this

Doc Maker on a computer: the Buyer Broker Agreement template, its blanks shown as blue and gold field tags — On a computer

The same template on a phone, with the key: blue fields filled from your CRM, gold fields you fill in — On a phone

The same form, already filled

The copy Casa filled for one buyer: their name, target area, price range and minimum beds, baths and square feet came from the lead. The agent’s name and license sit beside them, and the copy is saved as confirmed.

What it does for you: The agreement is ready without retyping anything the CRM already knows.
How I can do this for you: I can connect your templates to your client list so every copy fills itself in.

Ask me about this

The filled Buyer Broker Agreement on a computer for Isaac Whitaker: North Scottsdale and Biltmore, $450,000 to $800,000, 2 beds, 2 baths, 2,000 square feet — On a computer

The same filled agreement on a phone, confirmed, with Edit and Download — On a phone

From template to finished copy

Open the template to read its fields, then open the Artifacts list and pick the copy Casa already filled for a buyer. Every copy you’ve made is in that list, newest first.

What it does for you: Every document you’ve made stays one click away, next to the template it came from.
How I can do this for you: I can set this up for the paperwork your business sends most.

Ask me about this

How it could work in your business

Examples of what it could do, not past clients.

For a solo agent, a buyer broker agreement could come out already filled from the lead, ready to review and send.
For a team, every agent could use the same approved templates, each copy filled with their own name and license.
For a home-services company, it could fill quotes and service agreements from the customer’s record.
For a dental office, it could fill new-patient forms from the details the patient already gave.

Get this built for you.

What you get: Your own agreements and forms, turned into templates that fill themselves in from your CRM. Ready-made, then fitted to your team and connected to the tools you already use.
How it works: We talk about how you work. I build it around that. You own it.

Get in touch or write to [email protected]

Real estate agent? See the whole platform at casaintel.co.