How to Send a Property Mandate or Lease for Electronic Signature
Replacing paper mandates and WhatsApp document chaos takes less than a minute with PropSign. You can use pre-built templates or upload custom PDFs, and our AI will automatically generate a plain-English summary for your clients so they understand exactly what they are signing directly on their phone.
Select or Create a Template
Navigate to the 'Documents' tab in your dashboard and click 'New Document'. You can select an existing agency template (like a Sole Mandate or standard Lease Agreement) or use the Form Builder to create a new one.
Input Signatory Details
Enter your client's name and email address. PropSign is entirely frictionless for your clients — they do not need to download an app or create a PropSign account. The system generates a secure, token-gated link sent directly to their inbox.
Review the AI Plain-English Summary
Before sending, PropSign's AI processes the document and generates a plain-English summary of the key terms. This ensures transparency and helps clients feel comfortable signing faster. You can review this summary before hitting send.
Send and Track Status
Click 'Send'. From your dashboard, you can track the real-time status of the document. You will see exactly when the client opens the email, when they view the document, and when it is signed. If they forget, you can trigger a reminder with one click.
Tip
Encourage your team to stop using WhatsApp for FICA documents. Sending FICA requests through PropSign ensures all ID copies and proof of address documents live in a secure, auditable, POPIA-compliant dashboard.