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Generate professional branded documents for your packages, customised per agent.

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Accessing Document Creation

  1. Open a package
  2. Navigate to the Document tab
  3. Choose the document type to generate

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Document Types

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Branded Brochures

Two-page marketing brochures featuring:
  • Property photos and floorplan
  • Full pricing breakdown
  • Inclusions list
  • Agent branding and contact details
Key feature: Brochures are priced and branded for individual agents. Each agent gets their own version with their contact details and any agent-specific pricing.

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PDF Property Packs

Comprehensive document packs that merge:
  • The 2-page branded brochure
  • All PDFs attached to the package (contracts, covenants, site plans, etc.)
  • Sorted in logical order
Use case: Send buyers everything they need in a single download.

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Generating Documents

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For a Specific Agent

  1. Open the package’s Document tab
  2. Select the agent from the dropdown
  3. Click Generate Brochure or Generate Property Pack
  4. The PDF generates with that agent’s branding and pricing

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Quick Download

From the package detail page:
  1. Click Download Brochure
  2. The PDF generates with default branding

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Agent-Specific Branding

When generating documents for an agent:
  • Agent name and photo appear on the brochure
  • Agent contact details (phone, email) are included
  • Agent-specific commission affects displayed pricing (if applicable)
  • Agency logo from their profile is used

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Document Templates

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Default vs Custom Templates

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Customising Templates

  1. Go to Library → Printing
  2. Enable Use custom document templates
  3. Upload your branded template files
  4. All new documents use your custom design

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What’s Included in a Property Pack

The PDF Property Pack merges these documents in order:
  1. Brochure: 2-page marketing document
  2. Floorplan PDF: If attached
  3. Site Plan: If attached
  4. Contract documents: If attached
  5. Covenants: If attached
  6. Other PDFs: Any additional documents on the package
Documents are sorted logically so buyers receive a complete, organised pack.

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Bulk Document Generation

Generate documents for multiple packages:
  1. Go to the Packages list
  2. Select packages using checkboxes
  3. Use the bulk actions menu
  4. Choose Generate Documents

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Best Practices

  • Keep PDFs organised: Name and sort attachments clearly
  • Update regularly: Regenerate brochures when pricing changes
  • Agent branding: Ensure agent profiles have photos and contact details
  • File size: Optimise attached PDFs to keep property packs manageable

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Tips

  • Property packs are ideal for serious buyers ready to review contracts
  • Brochures work well for initial marketing and portal enquiries
  • Agents can generate their own branded documents from the portal