WEBVTT

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You own a software services company and want a broker to handle
the sale.

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Start with seller and company details, before a public
announcement.

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Owners is where the listing broker prepares the mandate
relationship.

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Confirm the active workspace and company so the engagement refers
to the right legal business.

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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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The outcome is a reviewed engagement before listing preparation.

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Agree who collects evidence, reviews the public summary and
handles buyer access.

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Resolve identity or signing requirements first.