Why digitalize customer onboarding in a real estate agency?
Customer onboarding in the real estate sector is a key step in providing a smooth and professional experience, both for customers and for real estate agents. However, it often remains tedious, with document collection, information verification, data management, and contract signing. The digitalization of processes now makes it possible to simplify and automate these tasks, thus offering faster, more secure and more effective onboarding.
The challenges of onboarding in real estate
Integrating a client into a real estate transaction involves several administrative and logistical steps:
✔ Document collection : identity documents, proof of income, proof of address, etc.
✔ Data storage : secure management of personal information, supporting documents and contracts, in accordance with RGPD standards.
✔ Communicating with customers : exchanges of information on the progress of the file, visits, administrative procedures.
✔ Data check : validation of information sent by the customer to avoid errors or fraud.
✔ Signature : signature of contracts and official documents.
✔ Payment :rent payments, down payments, fees, etc.
Inefficient onboarding can make the process time-consuming, increase the risks associated with manual document verification and data loss, and complicate the management of various communication channels. This weakens the security of information and ends up reducing customer trust, making each transaction more complex and less fluid.
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- Sales mandate
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- Submission of application
What are the steps to digitalize customer onboarding?
1-Automate document collection
A centralized platform allows supporting documents to be collected and verified online in a secure manner. For example, DocuSign or Typeform centralize the collection of the documents necessary for the transaction.
2- Improve communication
A digital platform like Zendesk or Salesforce facilitates the management of relationships, improves communication and facilitates exchanges with customers throughout the process.
3-Integrate the electronic signature
The electronic signature accelerates the validation of contracts and ensures their legal compliance. Yousign offers secure and effective solutions for signing documents online, thus simplifying the process.
4-Data verification
Automating the verification of information reduces the risk of errors. iDology and Jumio verify the identity of customers in real time using digital identity verification tools, guaranteeing the accuracy of the documents collected.
5-Simplify payment management
The integration of online payments and automatic reminders simplifies the management of rent and fees. Stripe and GoCardless allow payments to be collected securely and recurring payments to be automated.