For real estate agencies
Client onboarding for real estate agencies
Send a buyer, seller or tenant one link instead of a folder of paperwork. They sign the viewing agreement or listing mandate, complete AML due diligence, upload an ID, and confirm the deposit or reservation terms on their phone. You get verified data and the signed pack ready before the next viewing or the deal closes.
- Mandate, ID and AML due diligence in one flow
- Deposit and reservation terms signed and sealed
- Structured data ready before the next viewing
What does the client actually do?
The client opens the link before a viewing or as soon as an offer is made. A guided form collects the AML due diligence questions and the GDPR consent, one at a time. They upload a photo ID, sign the listing or mediation mandate or the viewing agreement, and confirm the deposit or reservation terms when there is a property to secure. The whole intake fits into one sitting on a phone, before they set foot at the office.
What do you get back?
Structured buyer, seller or tenant data, not a folder of scanned forms. The mandate, viewing agreement and deposit or reservation agreement come back filled from the same answers, signed and sealed with an evidence page. Delivery is by webhook, REST or email into your agency system. AML due diligence answers sit with the case, reviewable before you confirm a viewing or accept a deposit.
Which documents does this replace?
A property transaction generates the same stack of paperwork at every stage, from the first viewing agreement to the mandate and, eventually, a deposit. One flow fills and seals each document from a single set of client answers, so the agency is not re-collecting an ID copy or a GDPR consent at every step of the same deal, every time a new document needs a signature.
- Listing / mediation mandate
- Viewing agreement
- AML due-diligence form, with ID copy
- GDPR consent
- Deposit / reservation agreement
Do I need the compliance steps as a real estate agency?
Yes. Estate agents are AML-obliged entities in the EU for the transactions they broker, so due diligence on buyers, sellers or tenants is a real requirement, not an optional extra. Braigest supports identity verification through Didit or Onfido and sanctions or PEP screening through Dilisense as steps in the same flow, so due diligence happens alongside the mandate and viewing paperwork instead of as a separate exercise your team runs by hand.
How does the PDF I already use become the form?
Upload the mandate, viewing agreement or deposit form your agency already uses, in whatever language it is drafted. Braigest detects every field and turns it into a guided form the client fills on their phone. The clauses and property details your template already carries through unchanged, so the signed document still matches what your notary or conveyancer expects to see.
Which plan fits an agency of my size?
A solo agent runs mandate and due diligence on Solo, at €29 a month. A small agency with a handful of agents and more listings fits Practice, at €149 a month, which adds the AI builder for new flows. A multi-branch agency or a franchise network fits Firm, at €499 a month. Mandate, due diligence and delivery work the same way across tiers; scale and self-service building change.
Frequently asked questions
Can buyers and tenants sign on their phone before a viewing?
Yes. The link works on a phone, and clients typically complete the viewing agreement and due diligence questions before they arrive, so the appointment starts with the paperwork already done.
Is the signed mandate or deposit agreement legally valid?
It carries an advanced electronic signature with a PAdES seal and an evidence page. That is valid for private-law documents such as a mandate or deposit agreement under eIDAS. It does not reach the top eIDAS signature tier, which needs a certified signing device, so deeds your national law reserves for that tier are out of scope.
Are real estate agencies required to run AML checks?
Yes. Estate agents are AML-obliged entities in the EU for the transactions they broker, so identity verification and due diligence on buyers, sellers and tenants generally apply, alongside the mandate itself.
Can I use the mandate or viewing agreement we already have?
Yes. Upload the PDF you use today and Braigest detects its fields automatically, so the same wording becomes a form your client fills on their phone before the next viewing.
How does the signed pack reach our agency system?
By webhook, REST or email, matching whatever your system accepts. The signed documents and structured client data are delivered as soon as the client finishes, ready before the next step.
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See a real estate onboarding flow built live
Bring the mandate or viewing agreement you use today. In 30 minutes we turn it into the flow your clients will complete.