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No-code real estate automation

Automate the document, prospecting, and reporting work in real estate.

Built for investors tracking portfolios, property managers handling leases, and agents handling the document and prospecting work. Less time on the paperwork, more time on the deals.

What Formt automates

Real estate work for investors, property managers, and agents

Whether you're tracking a portfolio of properties, handling a roster of tenant leases, or grinding through purchase agreements and disclosure forms, Formt automates the document-heavy work that fills the day.

Property analysis report

Look up property details for one or more addresses, run financial calculations, and use the Research Agent to pull area news, regulatory context, and market trends. Generate a summary of the investment case and email a PDF report to a client or investor.

Investor portfolio report

Pull data on multiple properties in an investor's portfolio, run yield and appreciation calculations, and generate a personalised monthly PDF report.

Lease document extraction

Upload a lease PDF and Formt extracts the key terms (parties, rent, term dates, deposit, renewal clauses) into a spreadsheet. Useful for tracking a portfolio of leases or doing quick due diligence on inherited rentals.

Lease renewal reminders

Track lease end dates from a spreadsheet of properties, send reminder emails to tenants 60 days before expiry, and queue a renewal letter for the landlord to approve.

Bulk property prospecting mailer

Import an address list, enrich each property with public records data, and have the Research Agent pull neighbourhood context. AI generates a personalised letter referencing the specific property and area, then exports a print-ready file or sends directly via email.

Listing description generator

Enter an address, pull property details from Property Lookup, and the Research Agent surfaces area highlights and nearby context. AI writes a polished listing description ready for MLS or social posting. Review and edit before publishing.

How it works

The document side automated

Most automation tools can route a PDF from one place to another. Formt actually reads and writes them. Pull terms out of lease PDFs, fill in standard transaction forms from a single input, assemble closing packets from multiple files, or generate listing brochures and analysis reports. Across investors, property managers, and agents, the document work is what eats hours every week, and what Formt automates best.

PDF form fill for transactions.Purchase agreements, disclosure forms, and addenda fill from a single property and contact intake. No more retyping the same info on every transaction.
Document extraction from leases and contracts.Upload a lease or contract PDF, get the key terms in a spreadsheet. Useful for tracking lease portfolios, vetting received contracts, or running due diligence on a deal.
PDF report and brochure generation.Property analysis reports, investor portfolio summaries, listing brochures, prospecting letters. Formt populates your templates with real data and produces polished PDFs ready to send.
Property data when you need it.Property Lookup pulls public records (bedrooms, sqft, owner info, year built) for any US address. Useful for prospecting mailers and basic research.

Start automating your real estate workflows

Upload a lease or import an address list to run your first workflow today. Free to start. No credit card required.