Start from the record
Prepare the document from the relevant prospect.
DOCUMENTS & MANAGEMENT AGREEMENTS
The relationship moves forward.
The document follows.
Prepare a management agreement from a prospect record. Review prefilled details, adjust the content in the native editor and download your document as a PDF.
Explore documents in a demoFROM TEMPLATE TO DOCUMENT
The right information in the right place.
- Property address
- Management commission
- Agreement dates
PREPARATION WITH CONTEXT
The template gets you started. You keep control of the wording.
Check the fields
Review the prefilled address, commission and dates.
Adapt the content
Edit the native document for the record and the way you work.
Download the PDF
Retrieve the prepared document to continue your process.
A document connected to the relationship you’re building.
Prospect information provides the starting point. Check property details and complete the terms you agree with the owner before finalizing the document.
YOUR TEMPLATE. YOUR REVIEW.
The final review is yours.
Adapt the text to your activity, the property and the agreed terms. The editor and PDF export help with preparation; you continue to organize review and signature.
Let’s work through one of your records together.
Explore preparation, editing and download during a demonstration.