WEBVTT

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You are meeting a potential seller and want to demonstrate a
professional engagement.

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Start in Owners and explain company and signatory details required
before a mandate request.

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Use the standard draft to agree responsibilities, not to claim the
instruction is already won.

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The available terms let you discuss exclusivity, commission and
duration concretely.

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The listing broker opens Manage mandate from Owners.

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AI and Platform are separate tabs: AI drafts through the
assistant, while Platform offers the standard paper.

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The warning directs missing workspace legal name and signatory to
Settings, Legal.

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An authorised workspace administrator must review those details
and any waiting mandates first: the warning says saving can send
waiting mandates automatically.

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This demonstration changes no settings and creates or sends no
mandate.

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Review exclusive or non-exclusive terms, commission type and
value, and duration in months.

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Confirm which services are included and who can approve the
agreement.

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A populated draft is not an accepted mandate.

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Sending and signing are separate actions, and approval requires
the appropriate identity and verified phone.

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Finish with clear scope and the evidence needed to prepare the
listing.

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Explain who reviews and who can sign.

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Only the reviewed accepted engagement supports agreed work.
