Signing documents during the inspection
Have the necessary documents ready before the meeting and have the client sign them directly on a mobile phone, tablet, or computer—without printed forms, a pen, or a return to the office.
- 14-day trial
- No payment details required
- Signers do not need an account
The client is ready to sign the contract right at the viewing.
However, the documents remained in the office.
During the viewing, the client can confirm their interest, agree on the next steps, or sign a prepared document. However, if the agent does not have the document with them, they must return to the office, send it via email later, or arrange another meeting.
With OKdokument, you can have documents prepared in advance and open them directly on your device. The client reads and signs the document right there on the spot.
The client wants to continue now
The document can be signed without waiting for another email.
The broker works outside the office
The prepared documents are available via mobile phone or tablet.
No printer is available
The signature takes place directly on the device's screen.
More documents need to be signed
You can prepare the individual documents in a single envelope.
You sign the document when the client is ready.
You can use on-the-spot signing in situations where the client is personally present and you do not want to delay the next step.
Common examples include:
confirmation of attendance at the site visit consent to the processing of personal data intermediary agreement reservation document confirmation of interest in the property handover protocol acknowledgment of receipt of keys inventory of equipment amendment or simple declaration
Always choose the appropriate signing method based on the specific document and the requirements regarding its form.
From a prepared document to signature in four steps
Signing during the inspection without paper documents
| Option | Paper-based signing | OKdokument |
|---|---|---|
| Signing the document on the spot | check_circle | check_circle |
| Signature by multiple persons | check_circle | check_circle |
| Need for a printed document | check_circle | close |
| The need for a pen | check_circle | close |
| Sign via mobile or tablet | close | check_circle |
| Document prepared online in advance | close | check_circle |
| Precisely designated signature location | close | check_circle |
| Multiple documents in a single process | close | check_circle |
| Automatic document saving | close | check_circle |
| Signing history | close | check_circle |
| Sending the document to the client online | close | check_circle |
| Subsequent remote signature by another person | close | check_circle |
You do not need to print the documents separately for each viewing. You can prepare them in advance and open them when the client needs to sign them.
Not everyone needs to be present at the inspection
A client who is personally present can sign the document at the meeting. The owner, co-owner, or another participant can subsequently receive their own link and sign the document from a different location.
The client signs on the broker's tablet
He will complete the document right during the inspection.
The owner will receive a link via email
They will add their signature later via mobile phone or computer.
The broker monitors the status of the document
He or she can see whether all the necessary signatures have been added.
You have your documents ready right where you work.
What helps when signing a contract with a client remotely
At the viewing, you simply open the correct document
The agent can prepare documents before the meeting and organize them by client, property, or process type. This eliminates the need to create documents or search through emails during the viewing.
Useful features:
- prepared signature fields,
- categories for individual properties,
- multiple documents in a single envelope,
- default envelope settings,
- specifically designated signers and signing order,
- documents for signature as well as read-only documents.
Adapt the signing method to the document
Not every document requires the same level of electronic signature. When making a choice, it is necessary to consider the document type, the identity of the signatories, the agreement between the parties, and any applicable legal requirements.
For a specific document, verify:
- who is signing it,
- whether a signature directly on the device is sufficient,
- whether additional verification of the signatory is required,
- whether an advanced or qualified electronic signature is required.
Signing at the viewing – for every agent
An independent agent can prepare and sign their own documents. Within a real estate agency, every team member can work from their own account and use the same document preparation method.
The team package offers:
- 5 Premium accounts,
- user management,
- custom logo and corporate colors,
- unified signing settings,
- client redirection after signing.
Frequently asked questions about signing documents during a viewing
No. The document can be signed directly on the real estate agent's device.
No. There is no need to register or log in to a personal account when signing.
Yes. The client can sign it on the spot, and other individuals can add their signatures later remotely.
Yes. You can upload the document, add signature fields, and prepare the signers in advance.
Once completed, you can share or send the signed document to the participating parties.
You can include multiple documents in a single envelope—whether for signature, for reading, or as attachments.
The person present signs the document on the spot, while the others receive their own link to sign remotely.