Data Room

The agent or lawyer uploads legal documents and marketing documents for easy access by registered interested parties. Fully customisable by the agent, features include a nested folder structure, NDA signing, KYC/AML, customer download activity tracking, and document version control. Choose who to approve and when.

Customer Pre-Qualification 

Qualify the customer as they register. Confirm funding status and if they have a property to sell. Collect key documents such as proof of funds and photo ID. Quickly qualify a prospective tenant and collect references. Choose from templates or create your own forms from scratch. Approve customers before they can proceed.

New Homes 

Upload an entire property development to your dashboard and let pre-qualified buyers browse and reserve their preferred unit, book viewings and self-register. Control the process and provide buyers with a mobile friendly, end-to-end buying journey from enquiry to signed contract. Lawyers manage the legal packs online and the developer can track progress across an entire development. Sign contracts with a few taps.

Offer Management 

Initiate a carefully managed offer process with approved, qualified, registered buyers. Keep offers confidential or choose to display offers publicly, depending on the property.

Close out the sale in one of many fast processes: Negotiate a price with a single buyer, or set an offer deadline for best and final offers. Add a timer, set reminders and automate all communications to interested parties. Alternatively, close it out with an auction, conditional or unconditional.

Quickly compare offers, including amount, conditions, funding status, and completion timescale. All offers are tracked, dated and time-stamped and an independent audit report can be produced confirming a true process was held.

Contract Signing 

Generate a contract or lease and send for DocuSigning to all parties. Create, save and re-use multiple templates for Sales Notices, Contracts for Sale, and Leases. Auto-fill all fields with the required property data, customer data, deal information, and special conditions. Track opening and signing within the your dashboard. No need for a separate DocuSign account.

Deposit Payment 

Arrange for the payment of a deposit either by card payment or bank transfer. Collect card payments through our Stripe integration or present bank account details for electronic funds transfer (EFT).

Client Onboarding 

Fast onboarding of sellers and landlords. Generate a pre-populated client agreement in the required format and send for DocuSigning, perform KYC/AML, collect a marketing fee online, send a customisable property information form for fast completion by the client.

Client Dashboard 

Provide the seller or landlord with a sophisticated dashboard with live data and real time updates on their properties, showing levels of interest, offers, viewings, legal downloads, and more. Manage the information that is provided to the client. Provide weekly reports and also give the client 24/7 access to their dashboard. For institutional clients, provide updates across entire portfolios or properties whether for sale or lease.

Enquiry Handling 

Use our award-winning Portal Responder to automatically receive and reply to every single portal enquiry with a link to the property. Buyers and tenants can book a viewing, complete their registration, and make an offer. The customers will be auto-added to a CRM using our API.

Viewing Management 

Allow pre-qualified buyers and tenants to book viewings with a single tap. Arrange private appointments or create open days with time slots. Sync with Google Calendar, Outlook Calendar or iCal. Sync with a CRM using our API. Schedule reminders to customers and allow them to add the appointments to their personal calendars.

Microsite

We can provide real estate companies with their own transaction marketplace via a white-labelled microsite. Our solution provides a separate live, searchable listing and transaction platform for residential property. This can include transaction types such as Private Treaty, Tender Sales, Auction and Lettings.