Real Estate Agency E-Signature Case Study

Challenge: A Swiss real estate agency was facing significant delays in contract processing, with clients needing to sign multiple documents in person, often across various locations. The agency sought to find a way to speed up this process while ensuring legal compliance and enhancing customer experience.

Solution: By implementing e-signatures, the real estate agency was able to digitally manage contracts, allowing clients to sign documents from anywhere at any time. This shift to e-signatures reduced turnaround time from several days to just hours.

Benefits of E-Signatures for the Real Estate Agency

• Faster Contract Execution: Contracts were signed and finalized within hours, compared to the days it took before.
• Increased Customer Satisfaction: Clients no longer needed to be physically present to sign documents, improving convenience and satisfaction.
• Reduced Costs: The agency no longer needed to print, mail, or store physical documents, significantly reducing overhead costs.
• Improved Legal Compliance: E-signatures ensured that contracts adhered to legal standards, with encrypted audit trails for each transaction.
• Scalability: As the agency expanded, the e-signature solution scaled to accommodate an increasing volume of contracts without additional resources.

Implementation Process

The agency worked with SignnTrack to implement a secure, easy-to-use e-signature solution. The process was broken down into three key steps:

1. Integration: The e-signature platform was integrated with the agency’s CRM system, allowing documents to be sent and tracked from within their existing workflow.
2. Training: The agency’s employees were trained on how to send, track, and manage e-signed documents, ensuring smooth adoption of the new system.
3. Client Onboarding: Clients were introduced to the e-signature process via simple email instructions, allowing them to sign documents easily on their smartphones or computers.

Best Practices for Real Estate Agencies

• Keep It Simple: Ensure the e-signature process is straightforward and easy for clients to understand, with minimal steps.
• Use Templates: Set up reusable templates for frequently used documents such as contracts and agreements to save time.
• Track & Follow-Up: Use automated reminders to follow up with clients who have not yet signed documents, ensuring timely completion.
• Ensure Legal Compliance: Always use e-signature platforms that comply with legal standards, such as eIDAS or ZertES, to ensure validity in case of disputes.

Security and Compliance

The e-signature solution used by the real estate agency complies with all necessary security standards, including:

• End-to-End Encryption: All documents are securely transmitted and stored with strong encryption, protecting sensitive client information.
• Audit Trails: Each signature action is tracked with an immutable audit trail, ensuring compliance and legal validity.
• Multi-Factor Authentication (MFA): Strong verification processes are used to confirm the identity of signers, further enhancing security.

Get Started with E-Signatures

Discover how SignnTrack can help your real estate agency streamline contract processes with e-signatures.