Ready-made request · Freelancers and professional services
Document checklist: Property purchase: buyer's documents
Who asks whom: The notary or estate agent to the buyer, before the preliminary sale agreement
Useful for: Notary Real estate agency Freelancer or small business
9 documentsFree
Free. You can change everything before sending.
The 9 documents to request
- ID documentPlease send your valid ID card or passport, both sides.Document or photo (PDF, JPG, PNG, HEIC, WebP)
- Birth certificate extractLess than 3 months old.Document or photo (PDF, JPG, PNG, HEIC, WebP)
- Proof of addressDocument or photo (PDF, JPG, PNG, HEIC, WebP)
- Civil status questionnaireThe civil status details the office needs for the deed, in one go. The matrimonial regime is only asked if you are married.Questionnaire: several questions, answered at once
- Proof of family statusDepending on your situation: marriage contract, civil partnership declaration and agreement, divorce or legal separation judgment.Document or photo (PDF, JPG, PNG, HEIC, WebP) · Optional
- Financing planPlease state the amount of your own contribution, the amount of the planned loan or loans and the lender.Written answer
- Loan offerAs soon as you receive it, if the purchase is financed by a loan.Document or photo (PDF, JPG, PNG, HEIC, WebP) · Optional
- Proof of source of fundsFor your own contribution: savings statement, deed of gift, deed of sale of another property… The notary has anti-money-laundering due diligence obligations.Document or photo (PDF, JPG, PNG, HEIC, WebP)
- Company registration extract (Kbis) and articlesOnly if you are buying through a company (for example an SCI).Document or photo (PDF, JPG, PNG, HEIC, WebP) · Optional
How it works
- List the documents you need, and their format. With this ready-made request, the list is already done.
- Add the people. Everyone sends the same thing, or each their own.
- Set the deadline and how often to remind them. Done.
Everyone gets a personal link by email or text message. No account to create, no app to install: they snap their document with their phone. Invitations and reminders go out between 9 am and 7 pm (Paris time), never on Sundays or public holidays, and stop as soon as the person has sent everything.
Frequently asked questions
Which documents should you request (property purchase: buyer's documents)?
This ready-made request lists 9 documents: ID document, birth certificate extract, proof of address, civil status questionnaire, proof of family status, financing plan, loan offer, proof of source of funds, company registration extract (Kbis) and articles.
Do the people need to create an account?
No. Everyone gets a personal upload link by email or text message, with no account to create and no app to install.
Can I change the list?
Yes. Before sending, you can add, remove or rename a document, and change its format or its instructions.
Is this ready-made request free?
Yes. The ready-made request is free, and so is the Free plan: one campaign at a time, 5 contributors, email reminders.
What happens to sensitive documents?
Some documents in this list are recognised as sensitive (ID document). They are flagged to you and to the contributor, and deleted 30 days after they arrive, unless you choose to keep them longer (until the end of the campaign, or 5 years when your profession requires it); you are warned 3 days before each deletion.
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Ready to send it?
Free. You can change everything before sending.
Updated on October 3, 2026