At the start of a tenancy
The agreement, inventory, deposit paperwork, and required safety records may all be due before move-in. Build the packet from approved source records and confirm the documents required in the applicable jurisdiction.
Real Estate
One property listing record.
One property listing record.
Every approved asset.
Generate property brochures, printable window flyers, social graphics, and closing documents automatically from CRM and MLS listings.
Free account, no credit card
Built for real estate workflows
Property Flyers
Place approved photos, descriptions, pricing, and agent details into a reusable PDF layout.
Listing Sheets
Map property and neighborhood facts into a listing presentation. Add comparable-sale data only after review.
Purchase Agreements
Prefill approved agreement or offer templates with buyer, seller, and property details from the transaction record.
Closing Documents
Assemble rendered settlement, disclosure, or title documents when the closing workflow calls for them.
Social Listings
Render listing and status graphics at the dimensions required by each social placement.
Market Reports
Turn reviewed market values, charts, and neighborhood data into a recurring report layout.
How it works
1
Choose the source event
Start with a CRM, MLS, form, or transaction event exposed through a connector, webhook, or your own API integration.
2
Map and approve the layout
Connect listing fields to a gallery template or your own HTML, then test brand assets, required text, photos, and edge cases.
3
Render and route the result
Generate the required outputs after an approved event and hand each file to your email, storage, portal, or publishing workflow.
One listing change can affect several assets
A listing may appear on a window card, brochure, portal image, floor-plan sheet, email flyer, or sign. When the price or status changes, every published asset that displays that field needs review. Use the control below to see which sample assets become stale.
Status
Nothing has changed, so nothing is out of date.
- Window card The branch window Current
- Full brochure Handed out at viewings Current
- Portal listing image Zillow and Redfin Current
- Floor plan sheet Attached to the listing Current
- Social post Instagram and Facebook Current
- Email flyer The applicant list Current
- Board notice Outside the property Current
Define the affected output set in the workflow. Update the listing record first, submit new renders for those assets, and track their delivery or publication separately. A shared data source prevents each asset from carrying its own hand-edited price. If 5 published assets contain that price, replacing them means 5 new outputs and therefore 5 renders.
Give agents approved templates, not layout files
Brand drift begins when each agent copies an old file and edits both content and layout. Separate those jobs: agents choose the listing and output, while designated template owners maintain the logo, typography, shared blocks, and required text.
- Keep one approved source for each layout. Store shared logos, typography, disclosures, and footer content in maintained templates or reusable blocks. Record which version is approved for new renders.
- Let the agent select data and output. The workflow can ask for the listing, agent, and asset type without exposing layout controls. Review the generated file when the transaction or channel requires approval.
- Keep required text in controlled regions. Put approved disclosure and regulatory text in the template rather than asking each agent to paste it. Access roles decide who can change that source.
- Apply a rebrand to future renders deliberately. Update the shared assets and templates, test each output profile, approve the new versions, and then use them for later generation. Existing published files do not change by themselves.
- Separate template authors from document users. People who only choose a listing and output do not need to edit HTML or work in the visual designer. Internal-user limits still depend on the plan and assigned account access.
Trace the delays before the brochure renders
A render cannot repair missing photos, unapproved descriptions, or an unresolved price. Separate those upstream dependencies from the template and render step so the team can see where a listing asset is actually waiting.
- Photos arrive on their own schedule. The workflow needs approved images before it can produce a final brochure. Define the source image requirements and crop behavior for each output rather than correcting every placement by hand.
- The layout still needs an owner. Name the people who can change and approve the template. Routine generation can then use the approved version without asking them to rebuild each brochure.
- Channels may need different descriptions. Keep the source copy and approved channel variants in the listing record. A template can place each field, but it should not shorten or rewrite regulated property claims by itself.
- Make proof approval a workflow state. Record which render was reviewed, what source fields changed, and which version was approved for print or publication. Do not infer approval from the newest email attachment.
- A listing change starts a new output cycle. Update the source record, identify affected assets, render them again, and complete the required review and publishing steps. Keep superseded files governed by your policy.
Templates remove repeated layout work, but not content approval. Keep each channel's copy and image choices in the listing record. Define profiles for recurring sizes, then rerun the controlled workflow when an approved field changes.
Lettings adds recurring document schedules
A sale concentrates work around one transaction. A managed tenancy adds documents over time. Some run monthly or yearly. Others begin with an event or renewal. Count the managed portfolio as well as the properties currently being marketed.
Every month, per landlord
Rent or landlord statements repeat one structure with values from each property and accounting record. Use scheduled batches when many statements are due together, then reconcile every result with its source row.
Every time something breaks
Maintenance events can create works orders, approval requests, and later invoices. The property, contractor, cost, and approval status should come from the system that owns the job.
On a schedule you do not set
Safety renewals, insurance records, and inspection reports may follow fixed dates. Scheduling can start a document workflow, but the responsible team must define the rule, evidence, recipient, and escalation behavior.
At renewal or exit
Renewal offers, rent-review notices, check-out reports, and deposit schedules may need records from the start of the tenancy. Keep those records and their approved versions available for comparison.
For the year
Annual statements may create one concentrated run across the managed portfolio. Count each output, use queued generation, and plan the completion window from measured render time and plan concurrency.
Every document a single sale produces
Use the transaction stages below as an inventory prompt, not a universal legal checklist. Requirements vary by jurisdiction and transaction. Your workflow should name each required document, its source record, approver, recipient, and retention rule.
Winning the instruction
Valuation and market reports combine reviewed property data with the brokerage layout. Listing presentations do the same. Verify every market claim and source value before rendering the client-facing version.
Marketing the property
Reuse approved listing fields and images in window cards, brochures, and floor-plan sheets. Portal and social assets can use the same source data in their own layouts.
Managing the interest
Viewing confirmations, feedback summaries, and seller updates begin with scheduling or CRM events. Generate only the outputs the workflow requires and keep private feedback within the intended access boundary.
Agreeing the sale
Offer letters, memorandums of sale, and signed terms need controlled source values, required approvals, and an explicit signature workflow. Rendering the document does not determine whether an agreement is legally effective.
Compliance and disclosure
Identity and compliance records need more care than marketing assets. So do agreements and disclosures. Apply the required rules for access, retention, deletion, and legal hold to their records and files.
After completion
Commission statements and later landlord or tenant records can continue beyond the sale. Trigger them from the accounting or property-management record and keep their schedule separate from the listing campaign.
Count outputs before choosing capacity. A listing that needs 1 brochure PDF, 1 window-card PDF, and 4 social or portal images uses 6 renders for its first set. A later change uses only the renders you request again. Test the workflow with a long address, the largest expected price, missing optional data, portrait and landscape photos, and every required footer.
MLS Integration
From approved listing data to channel-ready assets
Map listing fields from your MLS feed or CRM: address, price, property facts, photos, and agent details. Decide which system owns each value and validate the record before it enters a client-facing template.
Define image dimensions and document page settings for the destination. The image API offers 4 output formats: PNG, JPEG, AVIF, and WebP. Add QR codes when the asset should link to an online listing, tour, or contact page, and test the encoded URL as part of approval.
When an approved price, status, description, or photo changes, have the workflow identify and rerender the affected assets. Publishing or replacing those files remains a separate step.
MLS Data Mapping
Map MLS or CRM fields to named template values and validate missing or malformed records before rendering.
Print-Ready Output
Configure page size, margins, image quality, and any printer requirements, then proof the resulting PDF.
QR Code Integration
Supply a property-specific URL to a QR element for a listing, tour, or contact page.
Controlled Regeneration
Use listing updates to trigger new renders for the output set that depends on the changed fields.
Real estate workflow examples
New listing to property flyer
- The listing reaches the approved state chosen as the trigger.
- A connector or custom workflow receives the event.
- It validates and maps property fields and image assets.
- cloudlayer.io renders the flyer PDF.
- The workflow sends it through the required review and publishing steps.
Open house to social graphics
- An open-house event is recorded in the CRM or scheduling system.
- The workflow validates the listing image, address, date, and time.
- cloudlayer.io renders the approved sizes for the selected placements.
- The images move to the normal review and social-publishing workflow.
Questions, answered
What happens to our marketing when a price changes?
Every asset that displays the old price needs a new render. Keep the listing record as the source, map it into the approved templates, and trigger the required outputs again after the price is updated. The workflow should track which assets finished instead of relying on a manual checklist.
Can each agent produce their own documents without breaking the brand?
Agents can select a listing and document without editing the layout itself. Keep the logo, type, disclosures, and footer in a maintained template. Use roles and approval steps so only the right people can change that shared design.
How many documents does one sale actually produce?
The count depends on the transaction, jurisdiction, marketing channels, and later events. List the outputs required at instruction, marketing, offer, compliance, and completion. Each finished PDF or image uses one render from the plan allowance.
Can the same property data produce different sizes and formats?
Yes. Reuse property fields and shared design elements across named output profiles or separate templates. Generate PDFs for document workflows and PNG, JPEG, AVIF, or WebP images at the dimensions each channel requires.
Where do compliance documents end up?
Route finished files to supported S3, Google Cloud Storage, Azure, R2, B2, or DigitalOcean Spaces storage with a path based on the transaction record. Configure retention, deletion, and legal-hold behavior to match the applicable plan or contract and your own policy.
Do vendors and buyers count as users on our plan?
Public respondents and external signers are not internal workspace users. Plan limits on internal users apply to people working inside the account, such as agents, template authors, and administrators. Check the plan table for the included limit.
How do I create property flyers from listing data?
Map approved MLS or CRM fields to a flyer template, provide the image assets, and render a PDF. Test the printer requirements and the most difficult property data before distribution.
Can I generate social graphics for open houses?
Yes. Reuse listing data in image templates sized for each social placement, then send the results through your normal review and publishing workflow.
Does it update when a listing changes?
A listing change can trigger new renders through your connector, webhook, or API workflow. Define which assets need regeneration and keep the previous files according to your publishing and retention rules.
Do I need design skills?
An agent using an approved template does not need to redesign it. Someone still needs to build, test, approve, and maintain the shared layouts and assets.
Test one listing workflow
from source record to asset
Use a real listing to check field mapping, photos, required text, output sizes, review, and delivery before expanding the workflow.
No credit card required.