For Australian volume home builders
Never fill out
Never fill out
paperwork again.
Drop in your customer docs, Everest identifies, fills and prepares your sales paperwork.
Hosted in Australia · encrypted in transit and at rest · works with
ClickHome, Databuild, Framework & Salesforce
How it works
1
Import
Upload sales paperwork
- Accepts PDF, Word and standard intake forms
- One customer record drives every downstream document
- No manual data entry
Johnson_PWC.pdf
Read into one customer record
Lot 4471, Aurora Estate
Land & lot details
$486,200
Contract price · construction loan
Demolition required
“existing dwelling to be removed”
18 fields · Mark & Priya Johnson
Ready to generate
2
Generate
Everest prepares the deal pack
- Identifies and fills into your existing company documents
- Every field populated from the customer record
- Intelligent signature placement
Building contract
Council / CDC
Selections
Auto-filled
HIA Building Contract
JOHNSON-4471 · your builder's template
OwnersMark & Priya Johnson
LandLot 4471, Aurora Estate
Contract price$486,200
Deposit$24,310 (5%)
Site worksDemolition included
3
Sign
Send and track signatures
- Legally binding e-signatures with multiple signers
- Live status on every document: sent, opened, signed
- Replaces DocuSign — no extra accounts or fees
Building contract & selections
Sent for signature · email + SMS
MJ
Signed
Mark Johnson
Signed · Today 10:24 AM
Mark Johnson
PJ
Awaiting
Priya Johnson
Opened · reminder scheduled
Auto-reminder in 24h · then filed to the job
Resend link
The return
Your revenue teams should be selling, not filling out forms.
90 min
of document preparation per deal, reduced to minutes
0
fields entered by hand
100%
of documents tracked, with a full audit trail
3–6%
of margin typically lost to admin errors and rework
Security & compliance
Contract and finance data, handled to the standard it requires.
Everest keeps your data onshore in Australia, encrypts it in transit and at rest, and logs every action against the deal.
Hosted in AustraliaYour data stays onshore
Encrypted by defaultIn transit and at rest
Human approvalYour team reviews before anything sends
Full audit trailEvery action recorded against the deal
Get started
See it run on one of your deals.
Book a demo and watch Everest take one of your real deals from customer file to a signed, filed pack.