Use Case – Real Estate Agencies
Collection, verification, signature, automatic reminders... everything is centralized in a single platform for your rental, sale, acquisition and property management files.
Step 1
Client fills their file
Step 2
AI & KYC verification
Step 3
File ready for validation
For all your real estate businesses
Formulr simplifies all real estate administrative processes, whatever your business.
Complete and automated collection
Onboarding and centralized documents
Automated KYC and purchase offer
Renewals and ongoing tracking
The 3-step process
From client to your team, everyone works in a single flow, without Excel, scattered emails or lost attachments.
A guided and intuitive process, accessible on computer or mobile, adapted to each profile.
Formulr automatically analyzes documents and data to save time for your teams.
Your teams have a single console to track all files.
Schema view
Guided and intuitive journey
Receive the link
The client receives a personalized link by email or SMS.
Adapted form
Fill in information with conditional fields based on profile.
Upload documents
Add requested supporting documents (ID, income, guarantor...).
Electronic signature
Sign documents directly online.
Integrated messaging
Exchange with the agency if clarification is needed.
Centralized management console
Dashboard
Global view of all ongoing files with statuses.
AI verification
Automatic document analysis and anomaly detection.
Automatic reminders
Automatic notifications for missing documents.
Document generation
Automatic creation of leases, mandates and other documents.
Compliant archiving
Secure and GDPR-compliant storage of all files.
Detailed use cases
Complete and automated collection of tenant documents with intelligent profiling.
Centralization of all seller documents and sales process tracking.
Quick constitution of buyer file with automatic offer generation.
Automation of renewals and continuous tenant tracking.
Formulr automates and secures your real estate processes with artificial intelligence.
KYC, supporting documents, legal documents... everything is automatically verified by AI.
AI automatically detects errors, expired documents or contradictory information.
Automatic extraction of income, identities, dates, addresses and other key data.
All documents are automatically archived in compliance with GDPR.
Compliance with TRACFIN obligations according to your agency processes.
Fewer errors, less wasted time, more efficiency for your teams.
Document generation
Formulr automatically generates all your real estate documents from collected data. No more copy-paste, no more errors.
All templates are customizable according to your branding and legal notices.
Formulr integrates natively with your business tools for a smooth and frictionless experience.
Hosted in France, AES-256 encryption, ISO 27001 certified, GDPR compliant and TRACFIN obligations for real estate professionals.
Cut file preparation time in half with automation.
Offer a modern digital journey that reassures your clients and prospects.
Automatically comply with KYC, TRACFIN and GDPR obligations.
Discover how Formulr can transform your rental, seller, buyer and property management files. Request a personalized demo.
Request a demoNo commitment • Personalized demo • Dedicated support