Property viewings and handovers without paper forms
Record property condition, client details, transferred items, and confirmations on site. The final document and structured data are available immediately.
Everything important confirmed on site
One workflow connects the agent or property manager, client confirmation, and the final protocol.
Less paperwork in the field
Fill and sign in the Documio mobile app on a phone or tablet during a viewing or handover.
A protocol ready immediately
A clear document is generated without additional re-entry back at the office.
Traceable condition and handover
Keep details, times, confirmations, and structured data for property management.
Insight by agent
For assisted completion with a client, see which agent or manager ran the process and how many submissions they created.
From the property visit to a finished document
The workflow can adapt to sales, rentals, management, and regular inspections.
1. Prepare the form for the property type
Configure rooms, equipment, meter readings, transferred keys, and required confirmations.
2. Record the actual condition on site
The agent or property manager enters details together with the client during the visit.
3. Both parties confirm the details
The client reviews and confirms receipt, condition, or other agreed facts.
4. Document and data are immediately available
The final protocol can be distributed and its data processed without manual re-entry.
Web or mobile app
Complete and sign at the property from a link in the browser or in the Documio mobile app — with agent-level data in the web admin.
About the mobile appProcesses you can start with
Use the same foundation for different situations throughout the property lifecycle.
Rental handover
Condition, equipment, meters, keys, and confirmation by landlord and tenant.
Viewing forms
Prospect details and preferences, feedback, and related confirmations.
Property inspection
Regular condition checks, defects, repair requests, and follow-up processing.
Sale handover
Checklist, documentation, transferred items, and a traceable final protocol.
Move your first handover protocol online
We will show you how Documio can simplify field work and follow-up administration. During the consultation, we review your current document, handover workflow, and downstream data use. We then propose a process suited to your team and property types.