REAL ESTATE TENANTS
Monitor real estate tenant performance and transaction readiness.
Track pipeline volume, provisioning status and transaction completion across property firm tenants from the team workspace.
Process
- 01
Enquiry and representation
- 02
Identity and KYC hook
- 03
Property and party information
- 04
Document room
- 05
Offer and approval
- 06
Mortgage/inspection dependencies
- 07
Signature
- 08
Closing handover
Templates
Buyer onboardingSeller onboardingProperty profileSource-of-funds requestTransaction checklistClosing pack
Limitation
BoxCase coordinates the client and transaction workflow. It does not replace MLS search or a jurisdiction-specific conveyancing system.
Your client experience
BoxCase can disappear behind your brand.
Use your own domain, visual identity, sender address, terminology, legal links and document branding.
Explore white labelBranded portal — real estate terminologySynthetic demo data
- Transaction checklist
- Closing pack
- Document room
- Source-of-funds request
- Client workspace
- Buyer onboarding
Start with a solution pack. Keep your own process.
Track pipeline volume, provisioning status and transaction completion across property firm tenants from the team workspace.