Document management, client portal, and e-signature — built for how you work.
From listing to closing, manage every transaction document in one platform. Your clients sign offers, disclosures, and agreements directly in their Client Portal. No more juggling DocuSign, Google Drive, and email chains.
Real estate transactions generate dozens of documents per deal. Managing them across email, shared drives, and multiple apps costs time — and creates risk.
Agreement of purchase and sale sent by email, counters in a reply chain, disclosures attached to a separate thread. Clients ask which version is current. You're not sure either.
DocuSign for signatures, Google Drive for storage, email for delivery. Three tools, three logins, three places your client might lose track of what needs signing next.
Inspection reports in one folder, financing confirmations in another, closing docs with the lawyer. Nothing ties a deal together. Post-closing, finding any document means digging through months of email.
Identity verification, receipt of funds records, and transaction reports need to be retained and auditable. Scattered files across personal drives don't cut it if you're ever reviewed.
Purpose-built for the governed space between your brokerage and your clients — across every transaction type.
Every deal is a Transaction. Documents are organized by industry-standard categories: Agreement of Purchase & Sale, Inspection Reports, Appraisals, Title & Survey, Closing Documents, and 11 more. Every agent and every client sees the same organized structure — every time.
Your buyers, sellers, and renters access their transaction documents in a branded Client Portal. They see "Client Portal" — not "Investor Portal". Every label matches your industry. Clients log in once and see everything relevant to their deal — nothing else. The portal goes both ways: clients upload mortgage pre-approvals, status certificate requests, proof of funds, and executed counter-offers directly through the portal, so nothing critical gets lost in an email thread.
Send documents for signature and clients sign directly in the portal. Embedded DocuSign — no redirect to an external site. Clients can decline with a reason. Your firm gets notified the moment a document is signed or declined. Signature status is visible right in the transaction view.
Pre-configured for real estate: Agreement of Purchase & Sale, Offer/Counter-Offer, Property Disclosure, Inspection Report, Appraisal, Title & Survey, Financing/Mortgage, Closing Documents, Listing Agreement, Lease Agreement, and more — including FINTRAC compliance categories. Ready on day one.
Select "Real Estate Brokerage & Sales" during onboarding. Terminology, document categories, and the client portal are instantly configured for your industry. Transactions, Clients, Agents — not Projects, Investors, Project Managers. No setup wizard. No consulting required.
Residential purchase and sale, rental and lease, and commercial transactions. Canadian compliance categories (FINTRAC) are included by default. Your agents handle every deal type in one platform — with consistent structure and audit trails across the board.
The Real Estate Brokerage & Sales template configures every label to match what your agents and clients already know.
Every transaction workspace arrives with 16 categories your deals need — ready on day one, no configuration required.
Categories are fully customizable. Add, rename, or remove to match your brokerage workflow.
Built with trust in mind
Canadian Hosted
Dedicated data residency
Encrypted
At rest and in transit
MFA enforced
Multi-factor authentication
Full audit trail
Every action logged
See how Cadenora connects your brokerage and your clients — with a demo configured for real estate agents.