Digitalization of onboarding

Best Form Tool for Real Estate Agencies

|

The Specific Needs of Real Estate Agencies

A real estate agency doesn't have the same needs as a standard company when it comes to forms. Here are the sector's specificities:

Tenant File

  • Collection of many supporting documents (ID, payslips, tax notices, rent receipts...)
  • Solvency verification
  • Quick file completion to not lose the candidate
  • Managing multiple candidates per property

Management Mandate

  • Mandate signature by the owner
  • Collection of property and owner information
  • Appendix documents (title deed, diagnostics...)
  • Hoguet law compliance

Transaction

  • Sales or search mandate
  • Buyer file
  • Purchase offer
  • AML compliance

Why Classic Forms Are Not Enough

Typeform, Google Forms or JotForm are not suitable for real estate:

  • No management of multiple supporting documents
  • No document quality verification
  • No integrated electronic signature
  • No intelligent automatic reminders
  • No AML compliance
  • No portal for client tracking

Selection Criteria for a Real Estate Agency

1. Advanced Document Collection

The tool must allow:

  • Define a list of documents required by file type
  • Allow multiple uploads with preview
  • Automatically check quality (readability, format)
  • Automatically remind for missing documents

2. Electronic Signature

Essential for:

  • Management and sales mandates
  • Residential leases
  • Inventory fixtures
  • Purchase offers

3. Regulatory Compliance

  • AML for transactions > €10,000
  • Hoguet law for mandates
  • GDPR for personal data

4. Client Experience

  • Smooth and fast journey
  • Mobile accessible
  • Tracking portal for the client
  • Customization to agency colors

Our Recommendation: Formulr

Formulr was designed with real estate professionals. Here's why it's the best solution for agencies:

Optimized Tenant File Journey

  • Smart form adapting to profile (permanent, fixed-term, student, guarantor...)
  • Pre-configured document list by profile
  • AI document verification
  • Personalized automatic reminders
  • Candidate portal to track their file

Integrated Electronic Signature

  • Automatic generation of mandates and leases
  • eIDAS certified signature
  • Multi-party signature workflow
  • Included probative archiving

Conclusion

For a real estate agency, a simple form tool is not enough. You need a complete solution that handles document collection, electronic signature and regulatory compliance.

Try Formulr free for 14 days and discover how to digitize your client files.

Back to Blog