Use case – Real Estate Developers
Digitize the buyer journey from reservation to delivery.
Reservation contract, financing documents, payment calls, defect management... Automate every step with a unified buyer portal.
Step 1
Online reservation
Step 2
Financing document collection
Step 3
Track until delivery
Current challenges
What developers still struggle with today
Paper reservation contracts
Sending by mail or PDF, printing, signing, scanning, sending back... A process that takes days instead of minutes.
Chaotic document collection
Manual email reminders, missing documents, files scattered between inboxes and servers.
AML compliance risks
Difficult to prove KYC verification traceability and AML compliance in case of audit.
Result: Extended reservation times, sales teams drowning in paperwork, and frustrated buyers.
The Formulr solution
A unified buyer portal for the entire sales cycle
From initial interest to key handover, offer your buyers a smooth digital experience and your teams centralized tracking.
Digital reservation
Reservation contract signed online in a few clicks
Document collection
Complete financing file with automatic reminders
AML compliance
Automated KYC and complete audit trail
Delivery tracking
Digital handover reports and defect management
Detailed workflows
Every step of the sales cycle digitized
Formulr supports buyers and your teams at every key moment, from reservation to delivery.
100% digital reservation contract
Transform your paper reservations into a smooth and fast process. Buyers sign their contract online, you save days.
Expression of interest
The buyer fills out a form with their details and desired unit.
Contract generation
The reservation contract is automatically generated with unit and buyer data.
Electronic signature
The buyer signs online. You're notified instantly.
Cooling-off period
Automatic tracking of the withdrawal period.
Key features
What makes the difference for developers
Features designed for the specificities of real estate development.
Digital reservation contract
Generate and get your contracts signed online with all legal requirements.
Personalized buyer portal
Each buyer has their own personal space to track their purchase and communicate with you.
AML compliance
Meet your due diligence obligations with automated KYC and complete traceability.
Multi-project management
Manage multiple real estate projects simultaneously with a consolidated view.
Automated reservation contract
From form to signature in minutes
Buyer data
Smart form with conditional fields based on profile (individual, couple, company...).
Unit selection
Unit selection with automatic retrieval of information (area, price, floor...).
Contract generation
The contract is generated with all legal requirements and mandatory appendices.
Electronic signature
eIDAS certified signature with full legal validity.
Reservation Contract
Provence Gardens Program - Unit A12
RESERVATION CONTRACT
Off-plan property sale
The buyer
Sign here
Pending
The developer
Signed on 01/15/2025
Preview of the automatically generated reservation contract
Dedicated buyer space
All information centralized in one place
Centralized documents
All documents accessible 24/7: contract, plans, specifications...
Progress tracking
Clear view of status: financing, construction, delivery.
Integrated messaging
Direct communication with the developer without lost emails.
Notifications
Automatic alerts at each important project milestone.
Automated KYC and compliance
Be confident in case of audit
Identity verification
Automatic ID document verification (ID card, passport, residence permit).
Source of funds
Collection and verification of source of funds documentation.
Suspicious activity report
Integrated workflow for SAR filing if necessary.
Complete audit trail
Timestamped history of all actions to justify your due diligence.
Multi-project dashboard
Global view of all your ongoing projects
View by project
Dedicated dashboard per project with sales KPIs.
Unit tracking
Status of each unit: available, reserved, sold, delivered.
Dedicated teams
Permission assignment by project and by team member.
Consolidated reporting
Global and per-project reports for sales management.
Automation & AI for developers
Save time on paperwork and focus on sales.
Document generation
Contracts, amendments, payment calls generated automatically from buyer data.
Smart reminders
Personalized automatic reminders for missing documents or pending signatures.
AI document verification
Automatic compliance and readability check of supporting documents.
Deadline management
Automatic alerts for legal deadlines: cooling-off period, conditions precedent, payment calls.
Notary sharing
Secure transmission of complete files to the notary in one click.
Compliant archiving
Secure storage of all documents for the legal retention period.
Property documents
All your property documents generated automatically
Formulr generates and gets all sales cycle documents signed from collected data.
Reservation
- Off-plan reservation contract
- Descriptive notice
- Unit plans
- Deposit certificate
- Withdrawal letter
Financing
- Financing certificate
- Payment schedule
- Payment calls
- Payment receipts
- Buyer account statement
Delivery
- Delivery invitation
- Delivery/handover report
- Defect sheet
- Defect resolution report
- Key handover certificate
All templates meet legal requirements and can be customized to your brand.
Developer integrations
Formulr integrates with your sales and project management tools.
Compatible software
Integration technologies
Security & compliance
Hosted in Europe, AES-256 encryption, GDPR compliant and meets AML requirements for real estate developers.
Why developers choose Formulr
Faster reservations
Sign your reservation contracts in hours instead of days.
Premium buyer experience
Offer a modern digital journey that enhances your brand image.
Guaranteed AML compliance
Automated KYC and complete traceability for peace of mind during audits.
Frequently asked questions
Ready to digitize your property sales?
Discover how Formulr can accelerate your reservations and simplify buyer management. Request a personalized demo.
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