A single real estate transaction generates a stack of near-identical paperwork: the seller's disclosure, the purchase agreement, addenda, and often a rental application or two along the way. The buyer's name, property address, and agent details repeat across every one of them, retyped by hand each time a form changes or a deal falls through and starts over with someone new.
Agents and property managers fill real estate disclosure forms and purchase paperwork faster by saving buyer, seller, and property details as a reusable profile, then uploading the disclosure or agreement PDF to an AI form-filler that maps those values automatically. Review flagged fields, then export or send a no-login e-sign link. A free plan covers up to 10 filled forms a month.
What makes disclosure and purchase paperwork so repetitive?
The property address, seller and buyer names, closing date, and agent/broker license details show up on the disclosure form, the purchase agreement, any addenda, and the closing checklist. When a deal restarts with a new buyer, or an agent handles several listings at once, that same set of facts gets retyped into a new document instead of carried forward.
How do you fill a seller's disclosure form without retyping the property details?
- Upload the disclosure PDF your state or brokerage uses — the tool reads its fields directly, and OCR handles a scanned copy.
- Select the property and party profiles. Address, seller, and buyer details auto-fill, color-coded by confidence so you can verify anything uncertain.
- Review, then export or send. Download the filled document for the file, or share a no-login link for signature.
Can the same buyer's details carry across multiple offers?
Yes. If a buyer makes offers on several properties, or a deal falls through and restarts on a different listing, their profile — name, financing details, contact information — carries forward. Only the property-specific fields change from one purchase agreement to the next.
Does this work for rental applications too?
Yes, the same reusable-profile approach applies to tenant applications and lease paperwork. If your work is mostly lease renewals and multi-tenant properties rather than sales, see filling a residential lease for multiple tenants for that specific workflow, or start from the residential lease template.
What about bills of sale and closing-adjacent documents?
Property transactions often involve secondary documents — a bill of sale for included fixtures or personal property, for instance. The bill of sale template is a starting point, and it fills from the same buyer/seller profile as the main agreement so the names and dates stay consistent across every document in the file.
Frequently asked questions
Is this a substitute for a real estate attorney or my brokerage's compliance review?
No. Filly fills and prepares forms from data you provide; it doesn't draft legal language or verify state-specific disclosure requirements. Every document should go through your normal brokerage and legal review before signing.
Can I fill the same disclosure form for multiple listings at once?
Batch fill (on paid plans) applies one form template across multiple property or client profiles in a single run — useful for agents managing several active listings.
Does it handle scanned or state-specific disclosure PDFs?
Yes. OCR reads scanned or non-fillable forms and places values on the page, so a state-specific disclosure PDF that isn't a fillable form still works.
How is client and property data protected?
Filly encrypts stored data, publishes its sub-processors, doesn't use documents to train AI, and supports deletion on request — details on the security page.