Imobria Documents
Property documents, with the context around them.
A file is easier to work with when the team knows what it relates to, who needs it and what happens next.
We agree your requirements and scope before implementation.
The everyday challenge
The attachment is rarely the whole task.
A property brief, a client document and a reservation draft serve different purposes. A folder alone does not explain which record the file belongs to or whether someone is waiting for a review.
- 01
Connect documents to the work
Identify the property, client or transaction context your team needs beside a document. We scope how files should be organized around that work.
- 02
Agree access and review
Define who should provide a document, who needs to see it and who is responsible for the next step. Include contributor and client access requirements in that conversation.
- 03
Treat signing as a separate requirement
If your process needs e-signing, tell us which documents and participants are involved. The provider, workflow and any additional costs must be agreed; this page does not represent a live signing service.
Your implementation
Start with the documents that matter to your process.
Bring examples of the files your team handles and describe the review or signing steps around them. We confirm supported organization, access and provider requirements before implementation.
Two questions to start with
- What record should each document be associated with?
- Does this step need file review, signing or both?
Signing and document-provider requirements are scoped with the rest of your integrations.
Discuss connected servicesConnected work
Explore the next part of the process.
Tell us how documents move through your business.
Tell us what your business needs. We’ll review the supported setup and next steps with you.