# 3 Best Real Estate Document Management Software | Capterra > Looking for real estate document management software? Check out the three best document management tools that simplify handling paperwork for your real estate business. Source: https://www.capterra.com/resources/best-real-estate-document-management-software --- Project TrackingReal Estate # 3 Best Real Estate Document Management Software By Ashish Upadhyay Ashish Upadhyay Ashish Upadhyay is a writer at Capterra. He provides insights to help small businesses identify the right software for their needs by analyzing over 550,000 ... [See bio & all articles](https://www.capterra.com/resources/author/aupadhyay/) Published December 6, 2022 5 min read ## Never lose any crucial paperwork with real estate document management software. Are you a real estate business owner or property manager who deals with tons of paperwork? Do you spend hours managing and organizing sensitive documents? If these situations sound familiar, then you should use [document management software](https://www.capterra.com/document-management-software/). With a document management solution, you can easily store, manage, and organize documentation related to real estate deals, property management transactions, or campaigns. You can share documents digitally with your real estate agents and use security features such as two-factor authentication to ensure you never lose any crucial paperwork. This article highlights, in alphabetic order, the three best real estate document management software based on user reviews. For each product, we include overall user ratings along with the highest-rated parameter, review excerpts from industry professionals, and product pricing. [Read more](#methodology). ## 1\. Dropbox Business #### Trial/Free Version - Free Trial - Free Version #### Highest-rated parameter Ease of use - 4.6/5 #### Commonly used by Small businesses #### Starting price $9.99 per user per month (annual billing) #### Device Compatibilty \* Analysis Accurate as of November 2022 **Here are some review excerpts from real estate professionals who have used Dropbox Business for document management:** > “_I love the simple interface to native tools that allow me to treat Dropbox as one more (or preferably the only) place to store files.I like being able to simply share things with other people_.” > > “_Your files are safe and properly stored.Excellent integration in apps center hence it enhances collaboration.It works well in all computer and devices operating systems.Easy to use and crucial files can be shared with colleagues.Exporting  files to desired location._” > > “_Since I'm freelance and usually working from home, this is a must.Instead of driving to an office to meet with a client, they can just send me the needed files to my Dropbox and then call me and explain what they'd like me to do with them.It's super convenient and time saving._” [Read all Dropbox Business reviews here](https://www.capterra.com/p/143068/Dropbox-Business/#reviews). ## 2\. Google Drive #### Trial/Free Version - Free Trial - Free Version #### Highest-rated parameter Value for money - 4.9/5 #### Commonly used by Small businesses #### Starting price $1.99 per user per month (annual billing) #### Device Compatibilty #### Screenshots _Saved files in_ [_Google Drive_](https://www.capterra.com/p/161425/Drive/) \* Analysis Accurate as of November 2022 **Here are some review excerpts from real estate professionals who have used Google Drive for document management:** > **“**_Google Drive has been a life saver for our company.With its ease of access and simple permissions, you can share all your documents with your team.With the cloud storage system, you'll have access to all your documents where ever you are, which has been a huge time saver.Strong importing and exporting tools allow Google Drive to work with most existing document types and other software like Microsoft Office._” > > “_Google drive pretty much has it all covered.From ease of use, keeping things simple (not overcomplicating) especially with the design and folder management.At the very basic level they offer this service FREE!All you need is just an email to get started and you already have about 15GB worth of free cloud storage..which is very generous!”_ > > _“Easy to use, any user can understand the environment within a few minutes of having entered and familiarized with the site, I consider that the amount of free storage is more than enough.The option to share documents with other people is great_.” [Real all Google Drive reviews here](https://www.capterra.com/p/161425/Drive/#reviews). ## 3\. Microsoft 365 #### Trial/Free Version - Free Trial - Free Version #### Highest-rated parameter Functionality - 4.9/5 #### Commonly used by Small businesses, enterprise businesses #### Starting price $6.99 per user per month (monthly billing) #### Device Compatibilty #### Screenshots _Documents in_ [_Microsoft 365_](https://www.capterra.com/p/227157/Microsoft-365/) \* Analysis Accurate as of November 2022 **Here are some review excerpts from real estate professionals who have used Microsoft 365 for document management:** > _“I use Microsoft 365 daily to manage my email (across multiple user accounts and platforms) and tasks, I have found calendar and reminder tasks in outlook especially important.It also gives me important Word and Excel and other document processing tools at my finger-tips when I need them.”_ > > _“Microsoft 365 does a great job allowing users to switch between the desktop app and online, in order to access and share any docs on the go.It's been especially helpful as I work from home and in the office at the same time!”_ > > _“Microsoft 365 is a seamless hub for accessing a lot of business essentials, such as Microsoft Word, PowerPoint, Excel, Outlook, Teams, etc.All of these different applications interact seamlessly with one another via the cloud, and can be a great way to organize projects.It's quick to set up and works great._” [Read all Microsoft 365 reviews here](https://www.capterra.com/p/227157/Microsoft-365/). ## What features do document management tools offer? The core features of document management software are: - **Document capture**: Scan physical documents to convert them into digital files and move them to the software. - **Document storage**: Store real estate documents in a centralized location for easy access. - **Full text search:** Look through an entire document for specific text, not just sections. All products listed in this report include the features mentioned above. **Besides these core features, document management tools also commonly tend to offer:** - Access control/permission - Archiving and retention - Collaboration tools - Compliance tracking - Document classification - File conversion - File sharing - Optical character recognition - Version control ## How to choose the right real estate document management software Selecting the right real estate document management software can become easier with these considerations in mind: - **Inquire about the availability of a mobile app.** Projects in the real estate industry involve multiple stakeholders, and with a mobile app, you can help simplify document access for all involved parties. You can also share paperwork with your clients or real estate agents from anywhere. A mobile app is crucial for simplifying workflows and increasing efficiency for your team. - **Assess software integration capabilities.** An ideal document management system should integrate well with third-party CRM and accounting software tools so you can analyze data and map property documents and paperwork to the right project or client. - **Look for the reporting and analytics feature.** You’ll need reporting and analytics to build detailed views of data from the forms, property records, and paperwork your team handles. Additionally, analytics provides insights into process performance and makes classifying and sorting documents more efficient. ## Common questions to ask software vendors before purchase These are some common questions you can ask vendors when assessing real estate document management software options: Does your software let me capture, store, and organize documents in different formats? An ideal document management system accommodates both paper and digital documents. The software should be able to convert paper documents into an editable text format and store them alongside digital contracts and online documents. Ask vendors whether their software has this feature. Can I retrieve old and archived files? Sometimes, you might require old documents for verifying transactions. A document management solution that provides a search dashboard to quickly retrieve old files is ideal in such cases. Ask vendors whether their software lets you archive documents and search and retrieve them whenever required. What kind of security measures does your software have in place? The document management platform you choose should not only comply with your business’s security policies and procedures but also safeguard all sensitive documents via security features such as two-factor authentication and role-based user access. When exploring options, ask vendors which security features their software offers. Looking for more resources to boost your real estate business? Check out our lists of the best [Real Estate Property Management Software](https://www.capterra.com/real-estate-property-management-software/) and [Real Estate Transaction Management Software](https://www.capterra.com/real-estate-transaction-management-software/) to find the tools that fit your needs. ## Capterra's 2026 Software Buying Trends Report ### Download our 2026 Software Buying Trends Report to see how successful software adopters avoid disappointment and how your business can, too. * * * **Methodology** To be considered for this list, products had to: - Have at least 20 unique product reviews from users in the real estate industry, published on Capterra between November 2020-22. We selected the three products with the highest ratings to feature in this article. - Meet our document management software definition by offering the following core features: document capture, document storage, full text search. To determine which size businesses each product is “commonly used by,” we check if at least 20% of reviewers come from a particular business size, and only then classify the product as having customers from that business size. Review excerpts are passages extracted from longer reviews written by verified reviewers. We obtain these excerpts by applying an algorithm that considers factors including, but not limited to length, topic coverage, and thematic relevance. Excerpts are evaluated for positive or negative sentiment and receive a sentiment score. Excerpts represent user opinion and do not represent the views of, nor constitute an endorsement by Capterra or its affiliates. Excerpts are not edited for clarity or grammar. Read more about our editorial independence. * * * ### Was this article helpful? * * * ## About the Author [### Ashish Upadhyay](https://www.capterra.com/resources/author/aupadhyay/) Ashish Upadhyay is a writer at Capterra. He provides insights to help small businesses identify the right software for their needs by analyzing over 550,000 Capterra user reviews and nearly 48,000 interactions between Capterra software advisors and buyers. Ashish has written about insurance, fintech, and real estate sectors and his work has been featured in MAST The Magazine and Medium. ### RELATED READING - [What’s Behind the Pricing Jump in Project Management Software Plans](https://www.capterra.com/resources/project-management-software-pricing/) - [What is a Job Requisition? 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