Build a real estate funnel that drives actual results.

Clustdoc’s real estate funnel takes your buyer, seller, or tenant journey from complicated to streamlined. Close deals faster while giving your clients an experience they’ll rave about.

Clustdoc real estate software

They run multiple real estate workflows using Clustdoc

How can Clustdoc help you?

Don't waste time with messy spreadsheets, stand-alone webforms and scattered data collection.

1

From legacy tools to a single system

Replace stand-alone forms, messy spreadsheets and scattered documents with one real estate funnel platform.

3

Real-time performance tracking

Get real time insights and data on your team performance and take action faster when something is blocked.

2

Clarity for clients & teammates

Know exactly who does what and when during your real estate client onboarding process.

4

No coding nor developer needed

No need to hire a developer to get started with Clustdoc, you can launch your real estate funnel in minutes using our no code, user-friendly system.

SELF-SERVE PORTAL

Buyer, seller or tenant funnels starting from your website.

With Clustdoc, your real estate funnel begins right from your website and you don't need a developer to get started - you can collect buyer, seller, or tenant information seamlessly through a branded, intuitive self-serve client portal that reflect your professionalism.

As soon as your customer enters the funnel, all steps, docs, requirements and tasks can be completed in one place, safely and through any device.

Whether it’s a dream home buyer or a first-time tenant, your streamlined funnel ensures a great first impression and an amazing conversion every time.

Onboarding Portal
Secure signing workflows
REAL ESTATE CHECKLISTS

Custom onboarding forms and steps all the way through.

Clustdoc lets you create customized forms and workflows that cater to your custom real estate funnel and client needs. From filling out pre-approval form to signing final agreements, every step is optimized for clarity and ease.

Build trust with professionally designed forms and smart automation that keep things moving smoothly. Your clients stay informed, and you save time—it’s a win-win.

CONDITIONAL LOGIC

Powerful workflows and branching to save you time.

Clustdoc’s powerful workflows and branching logic keep things running like clockwork.

Automatically guide clients through personalized steps based on their input, and let the system handle repetitive tasks.

With features like conditional logic and document generation, you’ll be able to cover all use cases and client specificities based on the real estate funnel they are in.

Property Onboarding workflows
Onboarding workflows
AUTOMATION

Automated emails and notifications based on progress.

Clustdoc sends automated emails and notifications based on your clients’ progress, ensuring everyone stays informed without manual follow-ups.

From client reminders to internal team updates, your clients and team will always know what’s next. It’s automation that saves you time and keeps your funnel moving forward—effortlessly.

EXTERNAL COLLABORATION

Guest-access for lenders, bankers, landlords or any other stakeholders.

Grant guest access to lenders, landlords, or other stakeholders so they can review documents, provide input, or upload their own. Everyone stays aligned, and deals move forward seamlessly.

With secure access and clear communication, your team can work smarter and you can also define who has access to what in your real estate funnel.

Rental application

Save up to 40 hours per month
with a scalable real estate funnel system

Leverage Clustdoc powerful features to build and end-to-end real estate funnel from scratch.  

How Atlas Lane transforms the property management experience with Clustdoc.

Discover how Atlas Lane transformed their new property onboarding workflows using Clustdoc.

Atlas Lane Testimonial

Automate, simplify, and close deals faster
using ready-to-use templates

What professionals say about Clustdoc

Discover what other companies say about Clustdoc.

Our onboarding processing time has been divided by 2 with Clustdoc. We used to have some clients where it would take three months to onboard. Now we’re probably down to six weeks for those bigger companies.

a woman with dark hair smiling
Fareeha From Capterra

The ease of implementation and ability to connect Clustdoc with our existing tools makes work much easier. With Clustdoc we’re confident to close a startup application within a week versus 3 weeks previously.

Arnaud Pelloquin WILCO
Arnaud From Capterra

With Clustdoc we can do the whole onboarding flow – and as we can instantaneously notify customers about missing or non-compliant documents, it helps us speed up the whole onboarding process.

Brian From Capterra

We use Clustdoc to build different processes and different approval workflows for the different departments. It keeps the process very transparent amongst departments.

Cassandra Seppings - PayNearMe
Cassandra From Capterra

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Real estate automation, made simple.

Grow your business with a tool built to help you sign faster, close deals and help your team work smarter.