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Owner page & reports: the owner follows the sale without calling

BetaComplete for the first firms using it; details may still move.
On the broker’s path
Closing & handover

The problem this solves: The owner phones every Friday to ask how the sale is going; the broker rebuilds the same report from memory each time.

In short: The owner follows their sale on their own page — opened by link, no account — and answers you there: approves a proposal, confirms or corrects a property detail you were unsure of, chooses from the offers or the bids, signs the brokerage agreement. Nobody has to chase anyone by phone.

  • Report without writing. The page shows how the sale is going; owner reports go out in the name of the colleague in charge.
  • Ask and get answers. A fact you are unsure of goes to the owner in one tap; they confirm or correct it on the page.
  • Let the owner decide on the record. Offers and tenant shortlists are chosen and signed on the page, with the owner’s reason.
  • Get the agreement signed by link, with a copy for both sides.

Pages buyers and owners open by link are protected and stay out of search engines. What an owner agrees to lands in their consent history, ready to show if anyone asks.

  • The owner is a contact in your directory; imported objects find their owners among your contacts so mandates and pages address the right person.

New in this feature

The changes of this feature, newest first — one line per change, with the version it shipped in.

  • Platform 0.27.0You can now ask the applicant you chose for their papers, and they upload them on their own page — privately, only what you asked for.
  • Platform 0.27.0Landlords can now choose their tenant themselves from a shortlist you prepare, on their own page, signed with their name.
  • Platform 0.19.1Imported objects find their owners among your contacts, so mandates and owner pages address the right person.
  • Platform 0.17.0Owners can confirm or correct a property detail you were unsure of, without a phone call.
  • Platform 0.17.0Buyers make their offer on their own page and answer your counteroffer in one click, without forms going back and forth.
  • Platform 0.17.0Owners follow their sale on their own page, no account needed, so nobody has to chase them by phone.
  • App 0.21.0Brokerages get their own page on capitality.io that walks through a sale, and the German data processing link now opens.

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