Mandate Watch
SmallReal Estate · Brokerage owner, listing manager
Track exclusive listing mandates so agreements never lapse and portfolio isn't lost.
Built in this build
- Mandate start and end dates
- Expiring and renewal list
- Mandate status per property
- Active mandates per agent
- Extracts term and conditions from a mandate photo
- Mandates expiring this month summary
Vision (needs external services)
- Renewal alert window setup
- Renewal reminder before a mandate expires
- Calendar export
The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.
Customer features
- Mandate start and end dates
- Expiring and renewal list
- Mandate status per property
Admin modules
- Renewal alert window setup
- Active mandates per agent
AI capabilities
- Extracts term and conditions from a mandate photo
Automations
- Renewal reminder before a mandate expires
Analytics & reports
- Mandates expiring this month summary
Integrations
- Calendar export
Mobile
- Mandate expiry notifications
Roles & permissions
- Office manager
- Agent
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