Streamline your property transactions.
Whether you’re an agent, lender, title rep, or escrow professional, PropertyFlo's platform will streamline your workflow and helps deliver faster closings.
Relied on by the world's top-performing teams
E-Signature
A smoother, faster signing experience
Streamline approvals with secure, legally binding e-signatures built directly into your workflow. No downloads, no printing—just simple, seamless signing from any device.
- Send & sign instantly.
- Task documents can be signed with a single click, collect signatures in minutes, not days.
- Sign from any device, anywhere.
- Now clients can finish documents anywhere, on any device, with signatures that are fully legally binding.
Client On-Boarding
Simple and painless client in-take
We streamline the onboarding process to ensure every client feels supported, informed, and confident from day one.
- Simple, one-click access.
- Clients and other parties receive a branded email with a single-click link that prompts them only to create a password.
- Optionally invite multiple parties.
- Add and invite multiple parties (Agent, Lender, Title, Escrow, Buyer/Seller) with just an email address—no extra steps.
PDF Generation
Fast, reliable document creation
Quickly create professional PDFs that are ready to share, giving every client clear and reliable documents.
- One-click document generation.
- Turn any completed document into a polished PDF instantly—no extra steps or software required.
- Time-saving automation.
- PDFs can be generated immediately after e-signing, eliminating any manual processing.
Templates / Task Documents
Cut time with templated task documents
Instead of starting from scratch each time, you have a ready-to-use template that ensures consistency, completeness and clarity.
- At a glance, keep track of completeness.
- Easily track your clients’ progress at a glance and see exactly what they’ve completed.
- Upload files once and securely and reuse them across task documents.
- Clients can upload files securely to each task document for quick access and clarity.
- Comment directly on the task document to add context and eliminate confusion.
- Addressing questions directly in a task document keeps communication clear and concise, resulting in quicker turnaround and greater client trust.
Secure Uploads
Ensure sensitive client data is transferred safely
Secure uploads allow clients to share files, documents, or information without risk of interception, corruption, or unauthorized access.
- Secure file uploads, built in.
- Files are uploaded directly to Amazon S3 using temporary, time-limited access tokens. Each link expires automatically after 15 minutes, ensuring secure access without exposing long-term credentials.
- Give your clients confidence that their data is safe and secure.
- In today’s environment, data protection isn’t optional—it’s expected. With PropertyFlo, every party can trust that only authorized users have access to the files they upload.
Messaging / Notifications
Keep everyone informed and in the loop
Comments, messaging, and notifications, important updates, alerts, and progress reports reach you reliably and on time.
- Real-time alerts.
- Notify your client instantly about critical events, property updates, or task completions so nothing falls through the cracks.
- Keep you and your clients’ email inbox light.
-
Email notifications and project updates can become overwhelming. We centralizes communication and only sends emails to notify about unseen updates, delivering the information that truly matters.
*Only unread notifications are checked for and sent out (every 10mins).
Pricing
Get one free credit upon sign up
Choose the plan that fits your property transactions — one-time use, or unlimited access with a monthly or annual subscription. Cancel at anytime.
Single credit
Includes all product offering.
$9.99 /one-credit
- 1 property
- Includes all parties
- Unlimited task document storage
- Demo data
- 24-hour support response time
Monthly
Most popular
Includes all product offerings plus limited support.
$24.99 /month
- Unlimited properties
- Includes all parties
- Unlimited task document storage
- Demo data
- Limited Support
- 12-hour support response time
Annual
Best value
Includes all product offerings and plus unlimited support.
$249.99 /annual
- Unlimited properties
- Includes all parties
- Unlimited task document storage
- Demo data
- Unlimited support
- 1-hour, dedicated support response time
Sign up for free
Receive one free credit when you sign up — fast, simple, and no credit card required.
Company
PropertyFlo, a better property transaction for everyone.
One of life’s bigger challenges is navigating a property transaction. We built PropertyFlo to make this easier for everyone—providing one central platform to communicate and exchange essential sensitive information.
Property transactions are broken. Too many emails. Too many platforms. Too many parties. PropertyFlo fixes this by uniting the entire transaction in one central place.
Our goal is to turn a challenging experience into one that’s simple, smooth, and painless.
The founder
Scott O'Brien is the founder of PropertyFlo. He brings together a lifelong passion for real estate with over a decade of experience building enterprise software. Before launching PropertyFlo, Scott spent over eight years as an engineer at ServiceNow, where he specialized in designing workflows and solving complex business challenges through technology. Today, he applies that same expertise to creating tools that simplify property transactions and make the process easier, clearer, and more efficient for everyone involved.
Frequently asked questions
Can’t find the answer you’re looking for? Reach out to our customer support team.
-
No. PropertyFlo does not share your data with anyone. Your information is kept private and secure, and we never sell or distribute it to third parties.
-
You can contact our support team by email, and we’ll respond within 24 hours. From there, we can schedule live Zoom or phone support if needed.
-
Yes! Just contact our support team, and we’ll schedule a live demo with one of our team members.