How PropertyDocz Works
From order to delivery — see the complete workflow for document requesters and management company partners.
For Document Requesters
Ordering Documents
Agents, lenders, and title companies — here's what happens from the moment you place an order.
Find Your Property
Enter the property address or select the HOA from our directory. We route your order to the correct management company automatically.
Select Documents
Choose which documents you need — resale certificate, payoff statement, lender questionnaire, governing documents, or any combination.
Secure Checkout
Pay with credit card through Stripe. Title companies can opt for bill-to-closing. Membership holders get automatic discounts applied.
AI Generation
Our AI engine pulls association data, merges live financial figures, and generates compliant documents using Typst templates. Validated against Utah Code.
Compliance Review
AI advisory validation checks financial accuracy, date ranges, legal references, and statutory requirements. Flagged concerns are reviewed by management staff.
Manager Approval
The management company reviews the generated documents, verifies live data, and approves for delivery. Quality assurance before every send.
Digital Delivery
Approved documents are delivered to your email as professional PDF files. Standard delivery: 24-48 hours. Rush: same-day.
Transaction Ready
Use your documents for closing, lending, or resale. Each document includes preparation date, validity period, and manager certification.
For Management Companies
Becoming a Partner
Management companies — here's how to get your branded portal live and start earning.
Schedule a Demo
See PropertyDocz in action. We'll walk through the platform, discuss your portfolio, and answer questions about the revenue share model.
Sign Partnership Agreement
Simple terms: revenue share on every document, no upfront cost, no long-term lock-in. Cancel anytime.
Portal Configuration
We create your branded subdomain (yourcompany.propertydocz.com), upload your logo, and configure your associations.
Data & Document Sync
Import your association records. Connect Dropbox to auto-sync governing documents. Set up financial data entry workflows.
Go Live
Share your portal URL with agents and title companies in your market. Orders flow in, AI generates, you review and approve, revenue accumulates.
Ready to get started?
Whether you're ordering documents or partnering as a management company — the platform is ready for you.