Documents & Contracts

    Every CRE document, in one searchable workspace

    Stop scattering leases across SharePoint, Dropbox, and email. NexDeal organizes documents by deal, property, lease, loan, and investor — with AI extraction baked in.

    • Per-deal, per-property, per-investor document workspaces
    • AI extraction (270+ fields) on every uploaded document
    • Secure client upload links — no client account required
    • Contract automation with variable mapping and e-sign

    Document workflows for the deal lifecycle

    Folder templates

    Apply standard folder structures to every new deal or property — DD checklist, lease abstracts, financials, and more.

    Universal search

    Search across every document, contract, and abstract — by content, not just filename.

    Client upload links

    Send a secure upload link to brokers, sellers, or tenants. No NexDeal account required on their end.

    Granular permissions

    Mark documents private to a deal team, or share externally via password-protected expiring links.

    Contract automation

    Variable-mapped templates auto-fill from deal data. Export to PDF, DOCX, or Google Docs.

    NexDocuments standard

    Universal .nex JSON importer makes migrating from other systems straightforward.

    Frequently Asked Questions

    How does this compare to SharePoint or Box?

    Generic document tools don't understand CRE structure. NexDeal organizes docs by deal, property, lease, loan, and investor — and adds AI extraction, contract automation, and secure client uploads on top.

    Can clients upload documents without an account?

    Yes. Generate a secure, expiring upload link and send it to a broker, seller, or tenant. They drop files into the link; the files land in the right deal folder.

    Does the contract module integrate with DocuSign?

    Contract drafts can be exported to PDF or DOCX for signing in DocuSign or Adobe Sign. Native e-sign integration is on the roadmap.

    Ready to see Document Management in action?

    Start a free trial — no credit card required. Founding Member pricing locks in $299/mo for life.