Confidentiality Agreements for Business Brokers



Streamline Your Buyer Enquiries with Automated Confidentiality Agreements

When you’re dealing with serious buyers, every minute counts. Chasing signed confidentiality agreements before you can share information wastes time, slows down momentum, and risks losing valuable opportunities. That’s why MantisProperty has developed a purpose-built Confidentiality Agreements system – designed to make the process faster, easier, and completely seamless.

Automated, Instant, and Trackable

With MantisProperty, you can set up your system to automatically send a confidentiality agreement (CA) the moment a buyer makes an enquiry. No manual follow-ups, no back-and-forth emails – the buyer receives the agreement straight away and you can instantly track when they’ve viewed and signed it. This means you’ll always know which buyers are ready to move forward and which ones still need to complete their agreement.

Customised to Suit Your Needs

Every broker has different requirements, so our CA system is fully customisable. Add your own wording, conditions, and disclaimers to match your agency’s process. You can also specify exactly what you need from each buyer – including contact details, identification uploads, and signatures – ensuring you collect all the information you need upfront.

Sign-on-Glass Technology – No Expensive Add-Ons

Forget about paying for costly third-party tools like DocuSign. MantisProperty has its own integrated ‘sign-on-glass’ signature system, allowing buyers to securely sign on any device with a simple swipe of their finger or mouse. It’s fast, secure, and built right into your CRM at no extra cost.

Faster Conversations, Better Results

By automating and streamlining the confidentiality process, you can speak to buyers sooner, without delays. No more chasing agreements, no more waiting for forms to come back – you’ll be free to focus on building relationships and closing deals. With MantisProperty, confidentiality agreements are no longer a bottleneck, but a seamless part of your buyer journey.



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