Management software for real estate agencies in Switzerland

Q: Does Neoffice handle AML compliance requirements for real estate agencies?

Neoffice facilitates the collection and archiving of documents required by the Anti-Money Laundering Act (AML): identification of parties, financing proof, beneficial owner declarations. A structured AML file can be assembled for each transaction and retained for the legally required period (10 years).

Q: Can we manage sales mandates, rental mandates and property management simultaneously?

Yes. Neoffice distinguishes sales mandates (commission on transaction), rental mandates (commission on first rent) and property management (recurring fees). Each type has its own workflow and adapted invoicing.

Q: How do we split the commission between an external referrer and our agency?

When creating the fee note, you define the commission split between parties (e.g. 40% to the referrer, 60% to the agency). Neoffice generates the two corresponding invoices and the associated accounting entries.

Q: Is client data protected in accordance with the nFADP?

Yes. Personal data of buyers, sellers and tenants is hosted in Switzerland, in compliance with the nFADP. Access rights allow you to restrict file visibility based on each agency employee's role.

A Swiss real estate agency juggles dozens of simultaneous mandates, demanding buyer files and commission invoicing that must happen at exactly the right moment — at the notarial signing, not before. Neoffice structures the sales pipeline, document management and agency accounting in a secure, sovereign environment.

Day-to-day without the right tool

What holds real estate agencies back

Sans Neoffice

Tracking the progress of each mandate and received offers in unreliable shared spreadsheets

Managing buyer files (AML documents, financing proof) without structured archiving

Invoicing commissions at the right time and correctly splitting them between referrers and brokers

Having a consolidated view of projected revenue across active mandates

Modules essentiels

Ce que Neoffice fait pour vous

Accounting & Finance

Swiss SME chart of accounts, automated VAT, CAMT.053/054 bank reconciliation and complete financial reports. Multi-company accounting integrated into your ERP.

CRM & Client Relations

Capture, qualify and convert your leads into loyal clients. Kanban pipeline, full activity tracking and email campaigns integrated into your ERP.

Invoicing & Subscriptions

SIX-compliant QR invoices, recurring invoices, subscriptions, automatic reminders and bank reconciliation. All your Swiss invoicing in a single tool.

Document Management

Store, share and edit your documents securely from Neoffice. Real-time collaborative editing, company wiki and structured archiving — your centralised document workspace.

Neoffice structures sales and rental mandates as CRM projects: each property has its own record with characteristics, price, scheduled viewings, received offers and their status. The visual pipeline gives you an at-a-glance view of where each transaction stands — from mandate intake to notarial signing.

Document management centralises files by mandate (plans, appraisals, tax sheets, deeds) and by buyer file (AML proof, financing certificates). When the sale is concluded, the fee note is generated directly from the transaction with commission splits between all parties. The accounting automatically records the revenue receivable.

Questions fréquentes — Management software for real estate agencies

Does Neoffice handle AML compliance requirements for real estate agencies?

Can we manage sales mandates, rental mandates and property management simultaneously?

How do we split the commission between an external referrer and our agency?

Is client data protected in accordance with the nFADP?

Focus on your transactions

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Une solution pour les Real estate agencies ?

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