Documents generated, not rewritten
The mandate and the contract start from templates that fill themselves in with the data you already hold — the property, the asking price, the vendor, the client. You stop copying details from one record into another, and no wrong name survives from an old document. The file is ready in seconds, ready to sign, and every contract carries the same standard agency clauses, whichever negotiator drew it up.
Mandates under control: active, exclusive, expiring
You see at a glance which mandates are active, which are exclusive and which are about to run out. An exclusive mandate is flagged on the property in the portfolio, so the whole team knows what terms it is working under before it speaks to the vendor. Expiry reminders give you time to renew before the mandate lapses — a single renewal missed on a good property can cost you a full commission.
Everything tied to the deal
Every document stays attached to the property and to the deal in the CRM. Open a deal and the mandate, the contract and the annexes are all in one place, instead of buried in an inbox or sitting on someone’s desktop. If a file is ever audited or a client disputes what was agreed, you pull up the correct version — with its date and the parties named on it — in seconds, without digging through folders.
From document to signature
The generated document goes out for signature and the signed version is archived automatically against the deal. Connecting to the 4b2b ecosystem — 4mycontracts for contracts and e-signature, 4invoices for invoicing your commission — closes the loop: from mandate, to contract, to commission invoiced, without hopping between applications or re-keying the same details three times over.