Listing presentations
Create or retain the document that frames the property, service and next conversation.
For real estate agencies
Keep every client document moving toward a clear next step.
A property transaction produces a chain of client documents: a listing presentation, agency agreement, offer summary, disclosure, inspection report or signed record. EveryTask gives the working documents around that relationship one clear home.
Create a real estate workspaceOne project free. No card needed.
How this work moves
The property is one part of the work. The paperwork has to move with it.
Real estate agencies coordinate documents across a fast-moving client relationship. An agent may begin with a listing presentation or buyer consultation, then need a client to review a property report, confirm a change, sign an agency agreement or retain the completed record. When those documents are split between email threads, shared drives and separate signing tools, it becomes hard to know what the client saw, what still needs a response and which record is final.
EveryTask gives an agency a project for the client, property or transaction. It is a place to prepare or upload a PDF, collect client feedback through a simple link, move the agreed document to signature and retain the completed document with the work that led to it. It does not replace transaction-management, MLS or compliance systems. It gives the client-facing documents around the transaction a dependable workflow.
The work around the work
The document is not the problem. Where it goes next is.
- A client asks which version of a disclosure or agreement they should be looking at.
- Inspection feedback arrives in a text or email, disconnected from the report that prompted it.
- A signed client record lives in a separate inbox while the supporting documents remain elsewhere.
The document set
The client work you need to keep together.
Client agreements
Prepare agency agreements, engagement documents and acknowledgements for review and signature.
Property review PDFs
Share reports, inspection material, comparative analysis or disclosure PDFs with a clear client response path.
Where it helps
For the documents that keep a client relationship moving.
Preparing a listing or buyer presentation
Create a client project for the property or relationship, then keep the presentation, supporting PDFs and later agreement together. The agent has a clear place to return when the client asks for a revised version or the conversation picks up again.
Asking a client to review a property document
Share an inspection summary, comparative market analysis, disclosure PDF or offer-related document through a review link. The client can open the selected file and respond without being asked to join the agency workspace.
Sending the agreed document for signature
Once the client-facing document is settled, prepare the signature fields, assign the right recipient and send the request from the same document record. The completed copy remains in the project rather than becoming another attachment to file away.
The agency flow
From working document to finished record.
EveryTask does not replace the work. It gives the client document a place to move through it.
- 01
Start a property or client project
Give the presentation, agreement and supporting PDFs a shared home from the beginning.
- 02
Prepare the current document
Upload the PDF you already use or create a structured document from a reusable template.
- 03
Share a simple client link
Ask the client for feedback or a decision on the document in front of them, without workspace-account setup.
- 04
Sign and retain the record
Send the final document for signature and keep the finalized copy with the client or property project.
What changes
A client project is more than a folder.
One home for client paperwork
The presentation, review copy, agreement and finalized record can remain connected to the same client or property project.
A client sees the intended document
A review or signing link gives the client a direct route to the file that needs their attention.
The final record stays findable
Completed documents are clearly finalized and remain separate from editable working files.
Questions, answered
EveryTask for real estate agencies
Can a client review a property document without creating an EveryTask account?
Yes. A client can open a review link for the selected document and respond without joining the agency workspace.
Can we organize documents by property or client?
Yes. Create a project around the property, client relationship or transaction, then keep uploaded PDFs and generated documents together inside it.
Can an agreement move from review to signature?
Yes. Once feedback is resolved, prepare the final document, add the required signature fields and send the signature request from the document record.
Does EveryTask replace an MLS, brokerage transaction system or legal compliance process?
No. EveryTask is the document workspace for client-facing preparation, review, approval and signature workflows. Continue to use the transaction, compliance and legal systems your brokerage requires.
Ready when you are
Give the next client document a place to go.
Create a free workspace, then add the first client project when the work is ready.
Create a real estate workspace Beta