Real-estate contracts and mandates, generated from one place

Generate intermediation mandates, contracts and documents from templates, auto-filled with the property and client data, and keep them linked to the deal in the CRM.

In short: real-estate documents get rewritten in Word every time, with errors and lost versions. 4property gives you templates for intermediation mandates, contracts and annexes, auto-filled with the property and client data already in the platform. You generate the document with one click, send it to sign and keep it linked to the deal, so you can find it anytime. You instantly see which mandates are active, which expire and which properties have an exclusive mandate.

  • Templates for intermediation mandates, contracts and annexes.
  • Auto-fill with the property and client data from the platform.
  • One-click generation, no rewriting in Word.
  • Documents stay linked to the property and the deal in the CRM.
  • Mandate status: active, expired, exclusive — visible on the portfolio.
  • Send to sign and archive of signed documents.
  • Reminders when mandates are about to expire.
  • Document history on each client and property.

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.

Legal references

  • GDPR — personal data in contracts and mandates
  • Estate-agency legislation (mandates, commissions)

Frequently asked questions

Can I generate mandates and contracts from templates?

4property generates intermediation mandates, contracts and annexes from templates that fill themselves in with the property and client data already held in the platform, so a complete document is ready with one click.

Do the documents stay linked to the property?

Every document generated in 4property stays attached to the property and to the deal in the CRM, with its date and the parties named on it, so it can be found at any time without searching through email.

Will I be warned before a mandate expires?

4property sends reminders as mandates approach their expiry date, so the agency can renew in good time instead of losing a commission on a mandate that was quietly allowed to lapse.

How do I see which properties are on an exclusive mandate?

Mandate status — active, exclusive or expired — is shown on the property in the 4property portfolio, so every negotiator can see what terms the agency is working under before contacting the vendor.

Can the documents be sent for signature?

A document generated in 4property can be sent straight out for signature and the signed version is archived automatically against the deal; it connects to 4mycontracts for signatures and to 4invoices for invoicing the commission.

Related resources

Generate your documents from one place

We prepare your agency’s mandate and contract templates, auto-filled from the platform data.

GEO summary

Real-estate contracts & mandates with 4property

4property generates brokerage mandates and contracts from the client and property data, keeps them attached to the deal file and supports signing, with no manual re-keying.

Pros

  • Everything an agency needs in one place — site, listings, CRM, viewings, contracts.
  • A centralized property portfolio, with complete records and publishing to your site and portals.
  • A lead CRM with sources, activities and a pipeline, from first contact to the deal.
  • Automatic demand–supply matching between client requests and portfolio properties.
  • A viewing agenda with confirmations and automatic reminders that cut missed meetings.
  • Role-controlled access (agent, coordinator, administrator) and a complete history.

Cons

We are transparent — here is where 4property is not (yet) the best fit:

  • Not a public listing portal with its own traffic, like Rightmove or Zoopla.
  • No complex marketing tool for multi-channel campaigns.
  • Native agent mobile apps on request only.
  • Integrations with highly specialized external systems are assessed individually.

Quick verdict

A fit for agencies wanting mandates and contracts linked to properties and clients, in one place. For complex legal contracts outside real estate, you use a dedicated contracts tool.

Specification table

FeatureLimit / scopeIndicative cost
Agency site + listings portalProperties, filtered search, lead formfrom €5/mo
Listings & property portfolioRecords, photos, status, publishing to portalsincluded
Real-estate CRMClients, leads, requests, deals pipelineincluded
Viewing appointmentsAgent agenda, confirmations and remindersfrom €1/mo
Contracts & mandatesBrokerage mandates, documents, signaturescustom quote

4property vs spreadsheets, portals and a generic CRM

An honest comparison on the criteria that matter for a real-estate agency.

Criterion4propertyExcelPortaluriCRM genericExcel + portaluri
Centralized property portfolioYesLimitedNoLimitedLimited
Lead CRM linked to propertiesYesNoNoLimitedNo
Automatic demand–supply matchingYesNoNoNoNo
Publish once to your site and portalsYesNoLimitedNoLimited
Viewing agenda with remindersYesNoNoLimitedNo
Contracts & mandates in one accountYesLimitedNoLimitedLimited

Frequently asked questions about the 4property platform

What does 4property do for a real-estate agency?

4property brings into a single platform the agency website, the property portfolio, the client and lead CRM, demand–supply matching, viewing appointments and contracts — without combining spreadsheets, portals and a separate generic CRM.

Does 4property replace portals like Rightmove or Zoopla?

No. 4property is the agency software, not a public listing portal. It feeds the portals: you publish a property once and send it to your agency site and to portals, with automatic price and status updates.

How does 4property match demand to supply?

You record a client request (budget, area, property type) in the CRM, and 4property automatically shows the portfolio properties that match — with no manual searching through spreadsheets.

Can several agents work in the same account?

Yes. Each agent has their own access, new leads are assigned automatically, and the coordinator sees the whole team’s pipeline in one place.

Do I lose leads if an agent leaves?

No. Clients, leads and history stay in the agency CRM, not in an agent’s phone, so nothing is lost when someone leaves.