Notary — Property sale, seller
The documents to gather from the seller before the compromis de vente (preliminary sale agreement). Use it as is or adapt it: your team can still edit it.
Template Collect
5 documents. 1 participant.
| Document | Formats | Files | Check on upload | Status |
|---|---|---|---|---|
| Participant: Seller | ||||
| Title deed deed of purchase | 1 | — | Required | |
| Property diagnostic reports full set | multiple | Check: date | Required | |
| Property tax notice latest notice | 1 | Check: year | Required | |
| Co-owners’ meeting minutes last three years | 3 | — | If applicable | |
| ID document front and back | PDF, JPG | 2 | Check: expiry | 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 timed to the signing date.
This template, set up for you.
Book my demo We adapt it to your documents and rules during onboarding.