Real estate & brokerages
Real estate brokerage, broker, property manager — manage properties, buyer/seller/tenant clients, listing and lease agreements, scheduled viewings, e-signature of listings and contracts, commission billing with CRA archival. Dedicated CRM with AI matching of requests-offerings.
Typical challenges
Property sheets in Word and photos in Drive.
Property database with photos, floor plans, energy rating, price, status, agent assigned.
Request-offering matching done from memory.
Automatic AI matching between client requests (area, sqft, price, features) and properties in portfolio.
Listings and contracts signed in person.
PIPEDA-compliant e-signature for listing agreements, lease agreements, powers of attorney — legally valid.
Commissions calculated manually.
Commissions automatically calculated per transaction, billed to seller/buyer with auto CAD invoice with GST/HST.
Relevant modules from the 4b2b ecosystem
Frequently asked questions
Publish to Realtor.ca / Centris?
Yes. XML feed integration for Realtor.ca (CREA), Centris (Quebec), Royal LePage, Sutton, RE/MAX intranets. One listing on all portals simultaneously.
Manage lease agreements?
Yes. Standard Form lease templates (Ontario RTA standard form, Quebec RBQ Schedule G, BC RTB-1) with regulatory references kept up to date.
Automatic AI matching of requests?
Yes. AI matching proposes portfolio properties to client requests based on area, sqft, price, bedrooms, energy class. Push notification to agents.
PIPEDA + real estate data?
Yes. Client anagraphics with PIPEDA-tracked consent, profiling ban without explicit consent, data retention for mandate duration + 6 years for CRA records.
Provincial real estate license?
Yes. License tracking per agent: RECO (Ontario), OACIQ (Quebec), BCREA (BC), AREA (Alberta), CEA (federal) with renewal alerts and CPD hours tracking.
Related solutions & guides
Specific modules and compliance guides especially relevant for this industry.
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