Confidentiality agreements

Signed CAs in minutes, not days of chasing.

Chasing signed confidentiality agreements before you can share anything slows every sale down. MantisProperty sends the CA the moment a buyer enquires, tracks when it is signed and can release the Information Memorandum straight away.

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Included in MantisProperty Sales ($245 a month inc GST, or $2,695 a year) with a master user plus 10 additional users and a free 14 day trial.

Automated, instant and trackable

The buyer receives the agreement straight away, and you can see who has signed.

Send a CA automatically when a buyer enquires, for all your listings or only the ones you choose
Send a CA request by email or SMS from the listing or the enquiry
See which enquiries have signed, so you always know which buyers are ready to move forward
Remind buyers automatically by email, and SMS if you like, until they sign, and stop as soon as they do
Optionally move an enquiry that still has not signed to a status such as No Answer after a set number of days
Optionally let one signed CA cover every listing for 12 months, so repeat buyers are not asked again
Download any signed CA as a PDF, or upload a paper CA by hand

Your wording, your requirements

Every broker's process is different, so the CA is yours to customise.

Add your own wording, conditions and disclaimers
Collect the buyer's contact details with the agreement
Ask buyers to upload identification when you need it
Signatures captured on screen with a finger or mouse, on any device

No expensive add-ons

Forget paying for a separate signing service just to get CAs signed.

MantisProperty has its own sign-on-glass signature system built in at no extra cost, so you don't need a DocuSign subscription for your CAs. Once the CA is signed, the Information Memorandum, brochure, financials and additional information you have attached to the listing can be emailed to the buyer automatically, and you can give them access to the listing's secure data room.

Pricing

Included in MantisProperty Sales

Prices in AUD inc GST. A master user plus 10 additional users, $0 setup and no lock-in contract.

EVERYTHING INCLUDEDMantisProperty Sales$245 /monthEverything a business broker needs: business listings to the portals, CAs and data rooms, proposals, offers, contracts, trust accounting and the Mantis Sales app. A master user plus 10 additional users included.Start free trial

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Questions

Common questions

Do I need DocuSign to have CAs signed?

No. Buyers sign on screen with MantisProperty's built in sign-on-glass signatures, on any device, at no extra cost.

Can I turn automatic CAs off for some listings?

Yes. The CA workflow can be turned on or off for specific listings or for all of your listings.

Will buyers who have not signed be reminded?

Yes. MantisProperty emails a reminder 24 hours after the request by default, and you can add more reminders, send them by SMS or turn them off. Reminders stop as soon as the CA is signed.

Keep exploring

Secure data room Enquiries and buyer matching Automated workflows Mantis Sales app

Try it free for 14 days, with the Mantis Sales app.

No credit card. No setup fee. Book a free Zoom walkthrough once you're in.

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