Client & Mandate Onboarding
Complete guide to start a client mandate
This guide walks you through the process of creating a mandate, whether your client is present in person or completing forms online.
Choose the onboarding mode
Navigate to Dashboard → Mandates → New Mandate and select the appropriate mode.
- Online Mode: The client will complete forms online via the contact room
- Direct Mode: You enter all information for an in-person client
Tip: Use Direct Mode if you have all client information in front of you.
Select the mandate type
Choose the type of mandate based on the client's needs.
- Exclusive Sale: To sell a property
- Exclusive Rental: To rent out a property
- Search Mandate: To find a property for a buyer or tenant
Create or select the contact
Associate an existing CRM contact or create a new one.
- Use an existing contact if the client is already in your CRM
- Create a new contact with minimal information (name required)
Tip: The system will warn you if a contact with the same email already exists.
Enter client information
Fill in the contact details and property information according to the chosen mode.
- Online Mode: Email and name are sufficient to start
- Direct Mode: Complete client and property information required
Start the onboarding
Click 'Start Onboarding' to create the mandate and contact room.
- A CRM contact is created automatically (if new)
- An AgencyContact room is created
- A mandate in 'draft' status is generated
Continue in the contact room
You are redirected to the contact room to finalize the process.
- Configure commission terms and exclusivity
- Negotiate conditions with the client
- Share the seller form to collect information
- Upload signed documents
- Validate the mandate to create the listing
Tip: A blue banner indicates if the client was onboarded in person or manually.