ShareFile is built to make life easier for real estate professionals

Securely manage & share files, plus save time with workflow automation.

Easy-to-launch workflows

Manage file requests from start to finish, track internal approvals faster than ever, and build your own workflow templates.

An exceptional client experience

Deliver the modern experience your clients crave with a secure, custom-branded client portal, convenient pre-fill forms, and integrated e-signatures.

Secure document storage & exchanges

Keep your client data safe and secure with permission settings and authentication features you control. Encrypt file attachments to protect every send, share, and email attachment.

Integrate with your favorite tools

ShareFile connects beautifully with the most popular workplace tools.

Microsoft 365

Integrate ShareFile with Microsoft 365 apps like Outlook, OneDrive, and more to create effortless document collaboration.

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Google Workspace

Integrate with Google Drive and Gmail for simple, secure link sharing.

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Simplify agreement signing and enhance client experience with QuickBooks integration.

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Integrated lead management to automate onboarding with ShareFile.

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Zapier effortlessly integrates ShareFile with over 4,000 applications.

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“The ease of use, the plugin and the remote access are what make ShareFile essential to our business. The whole process is very user friendly.”

Denise Johnson

Marketing Director, Colliers International


    How do you organize real estate documents and files?

    Using real estate document management software is the most effective method for getting, and staying, organized. Unlike traditional document management systems, which focus on replacing paper-based processes with online storage, a solution like ShareFile simplifies all workflows. You can request documents, send automated reminders, collect signatures, and keep everything organized in tidy client portals

    What is workflow automation in real estate?

    Real estate workflow automation software allows agents to complete routine tasks without the need for human input. For example, with pre-built automation templates in ShareFile, you can request new client documents, collect e-signatures, and send reminders — all without having to send a single email yourself.

    Can real estate closing documents be signed electronically?

    If your state allows the use of remote online notarization (RON), you can use ShareFile’s integrated e-signature to allow clients to sign closing documents electronically.

    How does ShareFile help real estate agencies & brokerages?

    As a leading real estate document and workflow management solution, ShareFile helps real estate agencies save time and move faster. Professionals can use time-saving automation, built-in workflows, and integrated e-signature to efficiently launch, manage, and complete document-related workflows.

    Bring ShareFile to your real estate agency

    Find the right ShareFile plan for you by exploring our comprehensive list of features.