A modular contract toolkit designed for Swiss real estate agents. Includes customizable lease and sales templates, a clause library adapted to cantonal variations, versioning guidance and a practical compliance checklist that can help align documentation with local requirements.

A focused regulatory health check for agencies, delivered on-site or remotely. Provides a concise report that highlights potential regulatory gaps, practical corrective steps and a prioritised action plan that may support alignment with Swiss and cantonal obligations.

A complete client intake and mandate documentation package tailored to Swiss practice. Features mandate agreements, a KYC checklist aligned with local requirements, data retention templates and a step-by-step onboarding workflow guide to help standardise processes.