Every transaction starts from scratch.
One standard per project
Upload the contracts for each development.
Reuse file data.
Reduce discrepancies between documents.
Solutions / developersYour project contracts
Your project contracts
Ready before the next sale
Prepare the contracts for each development. When the buyer arrives, select the project and generate their transaction documents using a standard defined by your legal team.
From reservation to contract, without losing sales momentum.
FROM PROJECT TO EVERY TRANSACTIONOne standard per development
The process takes shapePrepared
Project selectedReady
Development contractsUploaded
Buyer detailsCaptured
Every transaction starts from the same standardDocuments and instructions in progress
Anticipate the project
Prepare their contracts before the meeting.
Simplify every transaction
Connect the project and buyer details.
Track progress
Track your active closings.
Prepare the closing before you sell
Your project is ready. Your closing process should be too.
Between the reservation and the contract, the buyer may lose interest or renegotiate. Prepare the process so that sales and legal can move forward from the very first meeting.
Sales waits while the contract is being drafted.
Teams in the same workflow
Select the project and register the buyer.
Generate the base documents.
Activate associates when opening the transaction.
Many closings and little visibility.
More closings with a common process
Coordinate multiple simultaneous closings.
Check the status of each transaction.
Repeat the process with defined users and permissions.
Anticipate · Simplify · AccelerateAnticipation is in the project
Anticipation is in the project
Agility is in the appointment
Define the standard once and apply it to every transaction, without having to organize the closing from scratch each time.
01 / BEFORE THE APPOINTMENT
Anticipate
Register your developments and upload the contracts for each project. Define the standard before meeting the buyer.
02 / WITH THE BUYER
Simplify
Select the development and capture the buyer. Generate the project documents and trigger instructions for the associates.
03 / DURING CLOSING
Accelerate
Coordinate partners, record income, and update status. Keep the buyer informed of progress.
Management, sales, and legalEvery team moves forward
Every team moves forward
The project stays in control
Connect the sale to the operation to ensure continuity for every closing and a more organized experience for the buyer.
Management sees the progress
Review active and completed closings to coordinate multiple operations and plan your next project.
Sales activates the transaction
From the sales appointment, connect the project and the buyer to set documents and instructions in motion.
Legal maintains the standard
Work with contracts for each development and reduce redundant data entry between transactions.
The buyer stays in the loop
Send down payment receipts and progress notifications. Share the registered deed when applicable.
