How do I fill in a property form?
Updated 1 September 2026
The Short Answer
Open the Paperwork Assistant, pick the form, and it fills what it can from the contact's record and your own details. You check every field before anything is final. It costs 10 credits, and it never sends the form anywhere on its own.
It does the typing. You do the checking — and that order is deliberate.
Where is it?
Workspace → Free Tools → Paperwork Assistant.
It is one of the 7 assistants in the catalogue's Use AI to speed up valuation, paperwork, replies and research group.
What does it fill in from?
What you already hold: the contact's record in Prospecting, and your own agent details.
Anything it cannot find, it asks you for rather than guessing.
What does it cost?
10 credits for a document.
That is the same as a deck or a video — the tier for things that produce a finished file rather than an answer.
Do I have to check it?
Yes, and this is not a formality.
A filled form is a document with your name on it going to a client or a lawyer. PropKaki lays it out; the responsibility for what it says stays with you.
Does it send it for me?
No. It produces the document and stops there.
Sending it is a separate act you take — which is what lets you read it first.