Document management

Document management for every tenancy, deal and owner

Keep IDs, title deeds, signed contracts, Ejari certificates and cheque copies on the record they belong to. Contract and tenancy files stay private to your team, owners and tenants, and the expiry report shows whose Emirates ID or passport is about to expire.

  • Private contract and tenancy files
  • Emirates ID and passport expiry report
  • PDF, Word and photo uploads
Propfusion CRM: Contracts list with type filters and tenancy contracts showing owner, tenant, rent, deposit, cheques and period

How it works

Documents that stay with the deal

  1. Step 1

    Upload it where it belongs

    Drop PDFs, Word files or photos on the contract, tenancy, deal or listing they belong to, and PDFs or photos on an owner or tenant record.

  2. Step 2

    Kept private

    Contract and tenancy files open only for signed-in staff, or for the owner or tenant in their own portal.

  3. Step 3

    Watched for expiry

    The expiry report flags Emirates IDs and passports before they lapse, so renewals start on time.

The paperwork of a Dubai brokerage, organised

Tenancies, owners and deals each carry their own documents, so nobody searches a shared drive again.

Tenancies

Every tenancy keeps its own paperwork

Keep the signed contract, the Ejari certificate, the tenant's IDs and the cheque copies on the rental agreement, right next to its cheque schedule. Attach a receipt to each rent payment, and see at a glance how many days are left on the lease.
  • Upload several documents at once: PDF, Word or images
  • A receipt on every rent payment
  • Lease expiry countdown on the agreement
Propfusion CRM: Rental agreement page with property, tenant, rent, deposit, payment frequency, number of cheques and period

Owners

Owner identity documents, with their expiry dates

Each owner record stores the Emirates ID and passport numbers with their expiry dates, and for a company, the trade licence expiry and the authorised signatory's ID. The documents themselves sit on the same record.
  • Emirates ID, passport and trade licence expiry dates
  • Signatory Emirates ID and passport for company owners
  • Owner documents uploaded and opened from the owner record
Propfusion CRM: Owner profile with properties, activity timeline and owner account statement

Deals

KYC and paperwork on every deal

Each deal records the KYC details of the buyer and seller, or the tenant and landlord, with their Emirates ID or passport numbers. From the same screen, download the deal as a PDF or generate its tax invoice. The KYC copies themselves are uploaded in the deal form's Documents step.
  • Party details with nationality, Emirates ID or passport number
  • Deal PDF and tax invoice in one click each
  • An AML pack PDF with the risk rating, PEP status and the sanctions check you recorded
Propfusion CRM: Transaction details with approval status, deal price, buyer and seller KYC fields and a commission and VAT breakdown

Screens show the Propfusion Demo Realty sample workspace. All people, listings and numbers are fictional.

Document expiry

Know which IDs expire before your tenants do

The document expiry report looks 7, 30, 60 or 90 days ahead and lists everyone whose Emirates ID or passport has expired or is about to, so you can ask for the new copy today.

  • Emirates IDs and passports of your tenants
  • Emirates IDs and passports of your owners
  • Each name listed with email, phone, expiry date and days left

The leasing outbox can also send document expiry emails, alongside cheque, renewal and tenancy expiry notices.

Propfusion CRM: Document expiry report for tenant and owner Emirates IDs and passports

Owner portal

Owners find their agreements without asking you

Owners sign in to their own portal and see their properties, their rental agreements with the documents attached, their financials, maintenance approvals and offers. The copy they open is the one on the agreement in your CRM.

Propfusion CRM: Owner portal Agreements page listing rental agreements with dates, annual rent, status and documents

Also included

Everything else your documents need

Document tools sit in every part of the CRM, and Propfusion connects to the portals and tools you already use. View all integrations

  • The formats you use

    PDF, Word, JPG, PNG, GIF, WEBP and HEIC files on contracts and tenancies, up to 30 MB each. Owner and tenant records take PDFs and photos.

  • Bulk uploads

    Pick many files at once. Large selections upload in batches of up to ten.

  • Listing documents and permit QR

    Upload the owner's documents, such as the title deed, passport and Emirates ID, and the permit QR code with each listing.

  • Developer documents

    Keep each developer's files on the developer's page, with a PDF preview in the browser.

  • Mortgage client uploads

    Send a mortgage client their portal link and they upload their own documents and message you there.

  • Tenant records

    Each tenant's record keeps their documents, ready for the next lease or renewal.

  • AML records

    The payment method, risk rating, PEP status and whether the parties were screened against sanctions lists, recorded on the deal.

  • Printable PDFs

    Contracts, deal slips, tax invoices and AML packs generated from the data you already entered.

  • Contract documents panel

    Open any contract to preview it, download it, and add the signed copy, Ejari, IDs or cheques.

FAQ

Questions about documents

Something we haven't covered? Ask us in a live demo.

Which files can we upload?

On contracts and tenancies: PDF, Word, JPG, PNG, GIF, WEBP and HEIC files, up to 30 MB each. Pick many at once and large selections upload in batches of up to ten. Owner and tenant records take PDFs and photos.

Who can open a tenancy or contract file?

Signed-in staff who can see that record, and the owner or tenant it belongs to in their own portal. The files are not shared as public links.

How does the expiry report work?

It looks 7, 30, 60 or 90 days ahead and lists every tenant and owner whose Emirates ID or passport has expired or is about to, with their email, phone, expiry date and days left.

Where do the documents of a listing go?

On the listing: the owner's documents, such as the title deed, passport and Emirates ID, and the permit QR code are uploaded with it, next to its photos.

Can owners and tenants get their own copies?

Yes. Tenants see their lease and payments in the tenant portal, and owners see their properties and agreements, with the documents attached, in the owner portal.

Put every document on the right record

Start a free trial, or book a live demo to see tenancies, owners and deals with their documents.