Client Contracts Module

With the Qobrix CRM Contracts Module, you can upload and manage all relevant documentation related to the purchase or sale of a client’s property. Centralised, so easy to manage and view at any point in time, this module contains all pertinent information related to a transaction.

Qobrix Real Estate Client Contracts Module

Gather all necessary information in one place

9

Reservation Agreement

9

Contract of Sale

9

Legal Documentation, incl. Powers of Attorney, contact details of legal representatives, etc

9

Land Registry Receipt

9

Banking Documentation, incl. contact details of bank representatives

9

Agreement of Extras

9

Title deeds

Streamline administrative workflows

The Contracts Module offers more efficient monitoring of any outstanding documentation, without the need for standalone applications or systems. Immediate access to this information reduces time to respond to client queries, improving customer service and retention, and giving your sales team more time to focus on other critical matters.

Qobrix Client Contracts paperwork
Real Estate Finance Dashboard

Monitor important deadlines

Any important deadlines can be monitored through the Contracts Module. This includes changes or amendments to properties.  Contracts can be assigned dates through a ‘date’ field, after which you can create a dashboard through which those contracts can be categorised and tracked according to date. Contracts can also be linked to the specific payment plans entered into by each client enabling you to monitor what amounts have been settled and/or still outstanding. This provides you with useful data-driven insights in terms of forecasting.

Monitor important deadlines

Any important deadlines can be monitored through the Contracts Module. This includes changes or amendments to properties.  Contracts can be assigned dates through a ‘date’ field, after which you can create a dashboard through which those contracts can be categorised and tracked according to date. Contracts can also be linked to the specific payment plans entered into by each client enabling you to monitor what amounts have been settled and/or still outstanding. This provides you with useful data-driven insights in terms of forecasting 

Real Estate Finance Dashboard

Ensure confidentiality

Any documents uploaded to the Contracts manual remain confidential and can only be viewed by members of your team that have been granted access to this module in the CRM.

Real Estate Sales Dashboard