Template · Real estate: sales and management
Document checklist: Property management mandate
Who asks whom: The property manager to the owner
5 documents1 to signFree
Free. You can change everything before sending.
The 5 documents to request
- Management mandateDocument or photo (PDF, JPG, PNG, HEIC, WebP) · To sign
- Title deedDocument or photo (PDF, JPG, PNG, HEIC, WebP)
- Technical surveysDocument or photo (PDF, JPG, PNG, HEIC, WebP)
- Bank details (RIB)Document or photo (PDF, JPG, PNG, HEIC, WebP)
- Non-occupant owner insurance certificateDocument or photo (PDF, JPG, PNG, HEIC, WebP)
Documents to sign
- Management mandate: To sign by hand, then send as a photo or PDF.
How it works
- List the documents you need, and their format. With this template, 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 management mandate)?
This template lists 5 documents: management mandate, title deed, technical surveys, bank details (RIB), non-occupant owner insurance certificate. One of them must be signed.
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 template free?
Yes. The template is free, and so is the Free plan: one request at a time, 5 people, email reminders.
What happens to sensitive documents?
Some documents in this list are recognised as sensitive (bank details (RIB)). They are flagged to you and to the sender, and deleted 30 days after they arrive; you are warned 3 days before, to download what you must keep.
Similar templates
Property survey order
The surveyor to the owner
Preliminary sale agreement
The agent or notary to both parties
Tax incentive investment file
The adviser to the client
Sales mandate
The agent to the seller
Property manager tender
The owners' council to candidate managers
New co-owner
The property manager to the buyer
All templates: Real estate: sales and management · The whole marketplace
Ready to send it?
Free. You can change everything before sending.
Updated on September 30, 2026