Customer onboarding in the real estate sector is a key step in providing a smooth and professional experience, both for customers and for real estate agents. However, it often remains tedious, with document collection, information verification, data management, and contract signing. The digitalization of processes now makes it possible to simplify and automate these tasks, thus offering faster, more secure and more effective onboarding.
The challenges of onboarding in real estate
Integrating a client into a real estate transaction involves several administrative and logistical steps:
✔ Document collection : identity documents, proof of income, proof of address, etc.
✔ Data storage : secure management of personal information, supporting documents and contracts, in accordance with RGPD standards.
✔ Communicating with customers : exchanges of information on the progress of the file, visits, administrative procedures.
✔ Data check : validation of information sent by the customer to avoid errors or fraud.
✔ Signature : signature of contracts and official documents.
✔ Payment : rent payments, down payments, fees, etc.
Inefficient onboarding can make the process time-consuming, increase the risks associated with manual document verification and data loss, and complicate the management of various communication channels. This weakens the security of information and ends up reducing customer trust, making each transaction more complex and less fluid.
See our dedicated articles:
- Sales mandate
- Landlord owners
- Submission of application
What are the steps to digitalize customer onboarding?
1-Automate document collection
A centralized platform allows supporting documents to be collected and verified online in a secure manner. For example, DocuSign or Typeform centralize the collection of the documents necessary for the transaction.
2- Improve communication
A digital platform like Zendesk or Salesforce facilitates the management of relationships, improves communication and facilitates exchanges with customers throughout the process.
3-Integrate the electronic signature
The electronic signature accelerates the validation of contracts and ensures their legal compliance. Yousign offers secure and effective solutions for signing documents online, thus simplifying the process.
4-Data verification
Automating the verification of information reduces the risk of errors. iDology and Jumio verify the identity of customers in real time using digital identity verification tools, guaranteeing the accuracy of the documents collected.
5-Simplify payment management
The integration of online payments and automatic reminders simplifies the management of rent and fees. Stripe and GoCardless allow payments to be collected securely and recurring payments to be automated.
The benefits of digitalization for onboarding in real estate
✔ Time saver : Less paperwork and more automation.
✔ Better organization : Centralized management of documents and customer data.
✔ Enhanced customer experience : Fast and transparent process.
✔ Security and compliance : Compliance with legal standards, reduction of risks of error or loss of documents.
Are you looking for an all-in-one platform to improve your onboarding process? Formulr.io simplifies real estate onboarding with a turnkey solution: centralization and management of files, verification by AI, electronic signature, online payments and real-time communication on the progress of files. In addition, agencies that want to complete their onboarding process can easily integrate Formulr into their management software, simplifying administrative management and providing a smooth and optimized experience for both customers and staff.
With Formulr you can:
✅ Create a 100% digital onboarding process : automatic collection and verification of all customer, owner and partner records in one place.
✅ Optimizing communication : reduce emails and communicate directly via the platform.
✅ Track your files in real time : immediately visualize their progress and identify the actions to be taken.
✅ Automate reminders : sending manual or automatic reminders
✅ Validation and verifications : document compliance checks thanks to its integrated AI.
✅ Facilitate collaboration : centralization of exchanges and communication with customers within the platform
✅ Simplify the signing of documents thanks to the integration of the electronic signature in the course.
✅ Automate payment management to avoid reminders and mistakes.
