Your digital assistant for
real estate management
Save time on your transactions and rental management with a tool that automates document collection, document verification and electronic signature:
✅ Files finalized 2x faster
✅ Fewer back and forth and emails
✅ A seamless experience for your customers
For rental management or transaction
With Formulr, simplify all your administrative procedures and offer your customers a smooth and efficient journey.
Tool ready to use
- Simplify every step of your rental or transaction processes.
- Centralize customer, owner, and partner documents.
- Track and automate the progress of cases in real time.
Complete solution
- Customized forms: Create campaigns adapted to each real estate project.
- Centralization of supporting documents: All documents grouped together in one place.
- Intelligent automation: Automatic reminders and parts verification with AI.
Simplified follow-up
- Suivi en temps réel : Visualisez immédiatement l’état d’avancement de vos dossiers.
- Easy collaboration: Distribute tasks effectively across your teams.
- Communication intégrée : Moins d’e-mails, plus d’échanges fluides directement sur la plateforme.
Customer onboarding is now fully digitalized, making the process simple and fluid.
Optimize your real estate management
✔ Personalized digital forms to effectively structure your real estate projects.
✔ Simplified follow-up for your sellers, buyers and tenants, in real time, accessible from any device.
💡 Customer onboarding is 100% digital, making the process faster and more fluid.
Centralized Management and Monitoring
✔ Replace your scattered emails and files through collaborative messaging and a real-time dashboard.
✔ Organize the follow-up of files effectively thanks to management by subject.
✔ Facilitate transactions with electronic signatures and online payments.
Automation and verification with AI
✔ Automatic validation of documents (KYC, parts compliance, etc.).
✔ Intelligent management of reminders to retrieve missing pieces effortlessly.
✔ Archiving and automatic deletion of data according to GDPR standards.
💡 Fewer mistakes, less time lost, more efficiency.
Flexible integration with your existing tools
✔ Compatible with CRM, ERP, Stripe, Zapier and much more.
✔ Seamless connection to external data streams for optimized management of payments and documents.
✔ Increased security and guaranteed GDPR compliance.
All the answers to your questions
Yes, our solution is designed to adapt to the needs of small agencies as well as large real estate groups.
No, the intuitive interface allows quick handling and immediate deployment.
You have the possibility to choose from models adapted to the management of your files. Select a basic model to create your real estate process. Once the template is imported, simply browse and customize it to suit your needs. You can save contracts, forms, and attachments to your account and then reuse them in different workflows.
All the documents necessary for your real estate transactions: proof of identity, contracts, certificates, KYC, etc.
No, it can be integrated with tools already used (CRM, ERP, etc.) to streamline processes without upsetting your habits. On the other hand, our application is just as functional in standalone mode. You can use it independently, without depending on other systems or external entities. Features also allow you to manually and easily report data into your tools.
Yes, Formulr offers an electronic signature solution, allowing your customers to easily and securely sign various documents such as mandates, leases and sales agreements, which you make available to them.
Formulr guarantees compliance with the GDPR by securing, archiving, or deleting all data collected in accordance with current standards. This ensures the protection of sensitive information and helps you stay compliant with regulations.
