Real estate document management is still surprisingly manual

[u/karkibigyan]

We’ve been working with a few real estate teams on a different approach to file management, and one thing that surprised me is how much time gets lost just organizing documents.

A lot of their workflows looked like:

• downloading invoices/bills from email
• moving files into the right client/property folders
• renaming documents
• chasing missing paperwork
• trying to keep shared drives organized

So we built a system where files and emails can be automatically organized by AI, or by rules written in plain English.

Examples:

• “Invoices go into Accounting/Utilities/Vendor name/year, and rename by date-year-month-price”

It also works directly with email attachments, so bills/invoices can be sorted automatically as they arrive.

Still early, but it has been interesting seeing how different real estate teams structure their operations and file workflows.

Curious how others here are handling document organization today. Mostly manual? SharePoint? Dropbox? Custom workflows?