The Old Scenario

Every month, real estate agencies face the challenge of generating dozens, if not hundreds, of lease contracts. The traditional process usually involves opening each document in a text editor, manually entering tenant and property details, followed by checking and correcting inevitable mistakes. Such a workflow is not only time-consuming but also prone to errors that can jeopardize client relationships.

The New Scenario

With the introduction of document automation, our agency managed to completely transform the process. The main advantage of using a system like LexiFlow is the ability to create a contract template that uses variables to replace all fields requiring customization, such as {{tenant_name}}, {{property_address}}, and {{rent_amount}}.

Key Differences

By switching to an automated system, the agency managed to entirely eliminate manual steps. Here's what the process looks like now:

  • Document Template: A standardized model with variable fields.
  • Data Source: Connecting to a CSV file or a database containing all necessary information.
  • Variable Mapping: Associating each variable with the corresponding fields from the data source.
  • Automation Flow: Defining a flow that generates documents at a preset interval or on demand.
  • Document Generation: Automatically creating and downloading complete, error-free contracts.

How to Make the Transition

The process begins with creating a template in LexiFlow that includes all necessary variables. Then, we configure the data source—whether it's a CSV, API, or database. The next step is mapping these variables to ensure each field in the contract is automatically and correctly filled. Finally, we build a flow that runs at regular intervals or on demand to generate all necessary contracts.

ROI of the Change

Switching to an automated system not only eliminated errors but also reduced the time to create a contract from several hours to a few minutes. This allowed the agency to focus more on client interactions, building a reputation for professionalism and efficiency.