Documents and e-signature

Templates, documents filed by record and simple e-signature.

A document is generated from a template, sent for signature, then filed on the relevant record: instruction, lease, offer, reservation, inventory or works order.

What the module does

  • REOS templates by market and language, to duplicate and adapt with variable fields.
  • Simple electronic signature (eIDAS): six-digit code sent by email, traced signature, typed name.
  • SHA-256 fingerprint of the document and signature certificate sent to all parties.
  • Signatory reminders and status tracking.
  • AI reading of a document to extract the relevant data.

Configured by REOS on request

  • Signature with itsme.

Records behind this module

These are the tables used by the platform. Every other module reads the same rows. No reconciliation is needed.

documentsdocument_versionssignature_requests

Metrics it produces

  • Documents expiring
  • Signature turnaround
  • Compliance coverage
  • Storage per unit

The demo presents this module on a structure comparable to yours, so that you can judge how it would be used day to day.

Guided tour

Where this module sits in the platform

This module is part of a flow shared by the whole platform; the steps below show the modules that precede it and those that reuse its data.

  1. Step 1 of 14

    Property portfolio management

    Buildings and units, with their photos, floor plans, documents, leases and indicators.

    Open the module page
  2. Step 2 of 14

    Landlords, statements and payouts

    The landlord is the agency’s client: statements, payouts, reports and works approvals.

    Open the module page
  3. Step 3 of 14

    Real estate CRM for agencies

    Applicants, enquiries, viewings and matches, in the same database as the properties.

    Open the module page
  4. Step 4 of 14

    Instructions and instruction register

    The contract that sets what the agency sells, lets or manages, and what it invoices.

    Open the module page
  5. Step 5 of 14

    Lettings and property management software

    From application to tenant move-out, with the rules of each region.

    Open the module page
  6. Step 6 of 14

    Property sales software

    Valuation, offer, sale file, sale agreement and deed, on the same unit.

    Open the module page
  7. Step 7 of 14

    Property listing syndication

    One listing, written once, published on the agency website and in XML and JSON feeds.

    Open the module page
  8. Step 8 of 14

    Documents and e-signature

    Templates, documents filed by record and simple e-signature.

    You are viewing this module

  9. Step 9 of 14

    Real estate finance: invoices, rent, exports

    Invoices, commissions, bank reconciliation and accounting exports.

    Open the module page
  10. Step 10 of 14

    Maintenance, works and contractors

    From the reported issue to the invoice charged to the unit.

    Open the module page
  11. Step 11 of 14

    Real estate calendar and viewing booking

    Viewings, appointments and tasks with deadlines, per agent or for the whole team.

    Open the module page
  12. Step 12 of 14

    AI for estate agencies, free

    AI works on your data and makes proposals; you review and approve. It is free, included in the subscription.

    Open the module page
  13. Step 13 of 14

    Tenant, co-owner and buyer portals

    Each party receives a personal, revocable link limited to their own data.

    Open the module page
  14. Step 14 of 14

    Estate agency dashboard

    Agency and portfolio indicators, calculated from the records.

    Open the module page

Frequently asked questions

Is e-signature included?
Yes. Simple e-signature with code and certificate is included. itsme signature is configured on request.
Can a signatory decline to sign?
Yes. The signatory can decline with a reason; the sender is notified.

A demo on your own portfolio

The demo runs on a structure that matches yours: unit count, mandate model and portals. Forty-five minutes, no slide deck.

Book a demo