Real estate — Tenant file with guarantor
A document list that complies with the French decree on permitted tenant documents. Use it as is or adapt it: your team can still edit it.
Template Collect
8 documents. 2 participants.
| Document | Formats | Files | Check on upload | Status |
|---|---|---|---|---|
| Participant: Tenant | ||||
| ID document national ID card, passport or residence permit | PDF, JPG | 2 | Check: expiry, name | Required |
| Payslips last three, or last two financial statements | 3 | Check: name, month | Required | |
| Latest tax notice | 1 | Check: year, name | Required | |
| Employment contract or employer certificate | 1 | — | Required | |
| Proof of address | PDF, JPG | 1 | Check: date | Required |
| Participant: Guarantor | ||||
| ID document front and back | PDF, JPG | 2 | Check: expiry | Required |
| Latest tax notice | 1 | Check: year | Required | |
| Payslips last three | 3 | — | Required | |
Reminders stop once everything is in.
Day 3, gentle reminder“Your file is still missing 2 documents.”
Day 7, detailed reminderThe list of missing documents and the direct link.
Day 14, with deadlineThe deadline, clearly restated.
You, at any timeManual reminder, one by one or in bulk.
Recommended scenario: reminders on day 3, 7 and 14, automatic stop.
This template, set up for you.
Book my demo We adapt it to your documents and rules during onboarding.