Real Estate Workflows

Listings, disclosures, closing packets — bundled and ready to send.

Real estate runs on packets — every listing, offer, and close is a stack of disclosures, photos, and contracts that has to ship as one clean file. These workflows make every packet look professional and stay under email size limits.

Tools in this hub

Workflow templates

Ready-to-run multi-step pipelines for real estate workflows.

More to read

Frequently asked questions

What's the typical email size limit for closing packets?
Most email systems cap at 20–25 MB. The Compress PDF step in these workflows targets that range automatically.
Can I include photos from my phone?
Yes — drop them into the JPG-to-PDF step at the start of the chain; they'll be merged into the final packet alongside contracts and disclosures.

Looking for something specific? See all 18 tools or browse workflows.