Contacting an Agency as a Private Client
From first message to onboarding, step by step
This guide explains how a private user contacts an agency and moves through the onboarding flow from the client side.
Choose the right agency
Browse agencies and compare their coverage, specialties, and languages.
- Check the agency profile and areas they serve
- Review the type of properties they handle most often
- Pick the agency that matches your project
Tip: Start with agencies active in your neighborhood for faster results.
Open the agency profile and contact
Click the contact button and describe your project clearly.
- Select your goal (sell, rent out, or buy)
- Add location, property type, and timeline
- Provide the best way to reach you
A contact room is created
A private room opens where you can chat and share documents with the agency.
- You receive a confirmation message
- Notifications are sent when the agency replies
- Your contact status starts as open
Share project details
Complete the information the agency needs to advise you.
- Provide property basics and ownership details
- Upload plans, photos, or key documents if available
- Share your availability for calls or visits
Tip: The more complete your details are, the faster the agency can respond.
Review the agency response
The agency may ask questions, propose next steps, or schedule a call.
- Respond in the chat to clarify any points
- Confirm the best way to continue
- Agree on the next action together
Agree on scope and terms
Discuss fees, exclusivity, and the marketing approach for your project.
- Review the agency proposal or mandate terms
- Ask questions and confirm responsibilities
- Approve the terms when you are ready
Complete onboarding documents
Fill in forms and provide required documents to move forward.
- Provide identity and ownership documents
- Sign the mandate digitally or upload a signed PDF
- Ensure required fields are complete
Track progress in the contact room
Follow updates and keep communication in one place.
- See status changes and next steps
- Receive notifications for important updates
- Keep all exchanges in the contact room
Tip: Check the room regularly so you do not miss requests.