One folder per transaction, with nothing lost.
Brokerage contract, seller's declaration, offers, and promise to purchase: versions are time-stamped and folder access is logged. In the event of a professional inspection or a dispute, you download the folder's documents on demand.
Active folder
Transaction · 1234 rue Principale
Brokerage contract
Received 5 min ago
Seller's declaration
Received 1 h ago
Promise to purchase
Received yesterday
Inspection report
Received 2 d ago
Mortgage confirmation
0%Certificate of location
No reply for 5 d
Built for real estate brokerage recordkeeping.
A client portal in your brand
One link, one code by email or text message, and your client uploads. No account, no password, no app to install. Hosted in Quebec.
More than documents
Ask for the seller's declaration, the title and the certificate of location, but also the folder's information: budget, pre-qualification, preferences, notes. Sensitive documents and information encrypted on entry.
Folders structured for a professional inspection
Brokerage contract, declaration, offers, promise to purchase, conditions fulfilled: versions are time-stamped and folder access is logged. In Quebec, this helps prepare the records requested during an OACIQ inspection.
From the mandate to closing, with nothing lost.
Four moments in the life of a transaction. At each one, Meo removes a chore.
- 01 Mandate
Brokerage contract and declaration
Sign the brokerage contract, archive the seller's declaration and the first documents. One folder per transaction, linked to the client contact, ready from day one.
- 02 Collection
Collection and listing
Ask for titles, certificates and inspection reports, but also the folder's details (budget, pre-qualification, preferences, notes). Documents and information encrypted on entry.
- 03 Promise
Offers and promise to purchase
Every offer, counter-offer and version of the promise to purchase is filed and time-stamped. No document gets lost in an email thread.
- 04 Closing
Closing and retention
After closing, the complete folder stays accessible. Each document type has its own retention period. Meo warns you before the deadline and, if you enable it, applies automatic deletion and logs it.
- 01 Mandate
Brokerage contract and declaration
Sign the brokerage contract, archive the seller's declaration and the first documents. One folder per transaction, linked to the client contact, ready from day one.
- 02 Collection
Collection and listing
Ask for titles, certificates and inspection reports, but also the folder's details (budget, pre-qualification, preferences, notes). Documents and information encrypted on entry.
- 03 Promise
Offers and promise to purchase
Every offer, counter-offer and version of the promise to purchase is filed and time-stamped. No document gets lost in an email thread.
- 04 Closing
Closing and retention
After closing, the complete folder stays accessible. Each document type has its own retention period. Meo warns you before the deadline and, if you enable it, applies automatic deletion and logs it.
Built around real estate brokerages' recordkeeping needs.
No spreadsheet on the side, no manual setup. Good habits are the default, from the very first transaction.
Records, books and registers kept long term
Configurable schedule, alerts before the deadline, documented destruction.
Confidentiality of client information
Sensitive documents and information encrypted on entry, access limited to authorized people.
Record-keeping and destruction policies enforced
Your policies apply automatically to every folder and can be reviewed by the office lead.
Restrictive physical and IT measures
Encryption, individual access control, audit log. Access limited to the people who need it.
Electronic signatures for promises to purchase and cancellations
Included, unlimited, with confirmation by a single-use code. Every signature is time-stamped and recorded in the folder's audit log.
Buyer, seller and listing profiles
Every contact has a profile: the broker in charge, labels, internal notes with a due date and an assignee. No more Moleskine notebook or Excel sheet to track your prospects.
Redundant copies synchronized in Quebec
Your data is kept in several copies, continuously synchronized across our Quebec data centres. No dependence on a single disk, a single server, a single centre.
Three things that used to take three separate programs.
Click a pillar to explore the tools Meo includes in each area. All on one platform, with the same contact and the same audit log.
Every piece of client context in one place.
Each contact has a record: assigned owner, tags, internal notes with due dates, encrypted information and all of their documents. Your client data stops being scattered across a spreadsheet, an inbox and a network folder.
- Assigned owner + colour-coded tags on each contact
- Internal notes (due date, assignee, reminders)
- Encrypted information (cards, PINs, passwords)
- Bulk CSV/Excel import - up to 5,000 contacts