Effortlessly Convert Leads into Signed Management Agreements
Streamline the process of converting leads into new management agreements with OurProperty’s New Business Sign-Up module.
Simplify the Sign-Up Process and Impress Your Clients
OurProperty’s New Business Sign-Up module transforms your management agreement process by automating data entry and document generation. Once a lead is captured in the CRM, all the information is automatically populated into the agreement form, reducing manual input and ensuring accuracy. With features like the Comparative Market Analysis and digital signatures, you can impress potential clients with an efficient, transparent, and modern process. Whether you’re working on desktop or mobile, completing and securing new business has never been easier.
Seamless Data Flow from CRM to Agreement
Once a lead enters the CRM, all their details are automatically transferred to the management agreement, reducing duplication and ensuring a smooth transition from prospect to client.
Customisable Templates and Agreement Types
Create multiple templates for different agreement types, fee structures and communication preferences. BDMs and PMs can select the appropriate template to auto-populate fields and adjust conditions as needed.
Mobile-Friendly and Efficient
The New Business Sign-Up feature is built for mobile, allowing BDMs and PMs to create, review, and finalise management agreements on the go. Landlords can also easily access and complete their agreements from their mobile devices.
Digital Signing and Real-Time Updates
After completing the agreement, clients can review, update and sign electronically, with real-time reminders sent until the document is fully signed. A PDF preview is also available for review before final submission.
Agency-Specific Personalisation
New Business Sign-Up settings can be personalised to suit the specific requirements of your agency, including mandatory fields and conditions that must be completed before moving forward with property management.
Tracking and Document Management
Easily track the status of agreements with the New Business Sign-Up dashboard. You can monitor if the client has opened the email, mark lost opportunities and upload signed hard copies for record-keeping.
One Subscription. No more integration.
Run your entire property management business from one platform. OurProperty replaces the need for multiple systems and costly add-ons, giving you everything you need under a single subscription.
Harris Real Estate South Coast
Sam Forde
Owner
“With our previous software, everything was manual. OurProperty streamlined everything, saving us time and effort.”
FAQs
All information entered into the CRM is automatically transferred into the New Business Sign-Up form, significantly reducing manual data entry and ensuring accuracy.
Yes, you can create multiple templates for various agreement types, fees and communication preferences, allowing for a personalised experience for each client.
Absolutely! The New Business Sign-Up process is fully mobile-friendly, allowing your team to generate, manage and sign agreements on-the-go, whether in person or digitally.
Landlords can update certain fields as needed before electronically signing the agreement, eliminating the need for back and forth and recreating the agreement.
The dashboard within OurProperty allows you to track the status of each management agreement, showing when the client has opened the email, marking agreements as lost and uploading signed hard copies.
Yes, you can manually upload any externally signed agreements to ensure all relevant documents are stored and tracked in the system.
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