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Divestments: investor self-service reservation, block and signature

miguel.tejerina@prophero.comCXCX

Divestments: investor self-service reservation, block and signature

Before this, every arras (deposit) contract meant manual prep and a back-and-forth by email or calls, with Ops or Legal acting as middlemen for every signature step and no easy way to track who was blocking what. At ~150 arras contracts/month, those small frictions added up to a real capacity problem. Divestments rebuilds this as a guided, self-service path: the investor reviews the package, confirms (“blocks”) the terms, and signs on their own, with the team only stepping in on exceptions.

Open it: investors.prophero.com/opportunities

Who uses it: individual investors (“persona física”) on the happy path. Investment Advisors can also trigger it on the client’s behalf from the Property Coach tool: propertycoaches.vistral.io

From opportunity to signed contract

  • Browse opportunities → configure the purchase → reserve → block → sign, all without scheduling a call with PropHero.
  • The investor picks a unit and sees price, gross yield and estimated rent immediately. The unit’s detail view shows what the price includes, the 10% arras deposit and annual costs, so there’s full clarity before committing.
  • An optional downloadable property sheet summarizes all costs and key features of the unit being reserved.
  • Reservation data (name, ID, email, phone, address) is entered once and is reused to generate the contract — no re-typing it for Ops or Legal.

Block and sign, without a middleman

  • Confirming (“Bloquear”) commits the investor to the terms in-product, which cuts down on last-minute changes, and the arras contract is generated automatically from the reservation data — no manual copy-paste, no version mismatches.
  • The contract is sent straight to the investor’s inbox and opens pre-filled in DocuSign for review and e-signature.
  • They can sign from mobile or desktop, on their own schedule — no office hours, no call required for the standard happy path.
  • One authoritative version at signature time, plus a full audit trail (who signed what, when) for defensibility on this legally sensitive step.

Team visibility and the advisor path

  • Every block triggers an automatic Slack notification with the property, the assigned Property Coach and the client, so Ops/Supply moves from chasing signatures to monitoring exceptions and a dashboard.
  • Edge cases (multi-owner, power of attorney, non-standard clauses) still escalate to Legal.
  • Investment Advisors aren’t limited to watching: from their own Property Coach tool, they can block a property and send the arras contract to the client directly, covering cases where the advisor drives the process.

Estimated impact

  • ~30 min saved per contract (Ops/Legal/CX combined), across ~150 arras contracts/month → ~75 hours (~9 working days) freed up every month at current volume.
  • Read for capacity, not headcount: slack to absorb growth, improve SLAs, or spend more time on complex deals and exceptions.
  • Suggested KPIs going forward: median time from “contract ready” to “signed,” % signed without human intervention, internal minutes per contract (sampled monthly), exception rate, and investor satisfaction on this step.
  • Note: the 30 min/contract figure is an estimate — validate with a before/after time-and-motion sample (5–10 recent contracts) before citing it as a single source of truth.

Divestments turns arras signing from an email-driven, Ops/Legal-mediated process into a self-service block-and-sign flow investors complete on their own — faster, more consistent, and fully auditable.