Documents
The Documents module is a lightweight document management system built for real estate workflows. Every document is linked to a deal and supports versioning.
Document types
| Type | Description |
|---|---|
| LOI | Letter of Intent: a non-binding offer to purchase |
| PSA | Purchase and Sale Agreement |
| Rent Roll | Current tenant and rent information |
| Inspection Report | Due diligence findings |
| Appraisal | Third-party property valuation |
| Financial Statement | T-12, trailing income/expense reports |
| Other | Any other deal-related document |
Creating a document
From the Documents page, click New Document and either:
- Start writing directly in the built-in editor (rich text, similar to Notion)
- Upload a file (PDF, Word doc, images)
Documents are automatically linked to a deal if you select one during creation.
Versioning
Every time you save a document, a new version is created. You can view and restore previous versions from the document detail page. This is especially useful for LOIs that go through multiple rounds of negotiation.
LOI templates
When creating an LOI, Realastat can pre-fill key deal terms from the linked deal:
- Property address
- Purchase price
- Earnest money deposit
- Inspection period
- Closing date
Edit the pre-filled template and export to PDF when ready.
Documents in org workspaces
In a team org, documents belong to the org and are visible to all members. The document limit scales with your Team plan:
| Plan | Document limit |
|---|---|
| Free | 5 |
| Pro | 100 |
| Team | 250 (org total) |
Realastat does not currently support e-signatures. For signed LOIs and PSAs, export to PDF and use DocuSign, HelloSign, or a similar tool.