Real estate CIOs ensure NDA delivery to prospects

Brokers handling listing inquiries risk exposing seller details and losing vetted buyers when NDA requests lag. It sends NDA requests to new inquiries so brokers can vet prospects and share sensitive docs securely.

Overview

Listing workflows stall and seller confidentiality is at risk when NDA requests are manual. This flow issues NDA requests the moment inquiries arrive and creates a clear audit trail, so brokers only share sensitive documents after vetting and missed follow-ups become rare.

Notable Features

Send NDA to new inquiries
Record NDA status in CRM
Notify listing broker on completion