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Ready-made request · Freelancers and professional services

Document checklist: Property sale: seller's documents

Who asks whom: The notary or estate agent to the seller, before the preliminary sale agreement

Useful for: Notary Real estate agency Freelancer or small business

10 documentsFree

Free. You can change everything before sending.

The 10 documents to request

  1. ID documentPlease send your valid ID card or passport, both sides.Document or photo (PDF, JPG, PNG, HEIC, WebP)
  2. 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
  3. Marriage contract or civil partnership agreementOnly if you have one.Document or photo (PDF, JPG, PNG, HEIC, WebP) · Optional
  4. Title deedCopy of the deed by which you acquired the property.Document or photo (PDF, JPG, PNG, HEIC, WebP)
  5. Technical survey fileAsbestos, lead, termites, gas, electricity, energy performance (DPE), risk report, depending on the property. They must still be valid on the date of the preliminary agreement.Document or photo (PDF, JPG, PNG, HEIC, WebP)
  6. Co-ownership documentsFor a co-owned property: summary sheet, co-ownership rules, description of lots, minutes of the general meetings of the last 3 years, maintenance log, pre-statement prepared by the managing agent.Document or photo (PDF, JPG, PNG, HEIC, WebP) · Optional
  7. Plans, permits and certificate of complianceFor a house: plans, land registry references, building permit, works authorisations and certificate of compliance.Document or photo (PDF, JPG, PNG, HEIC, WebP) · Optional
  8. Current leasesIf the property is let: copy of the leases, or documents proving the tenants have left.Document or photo (PDF, JPG, PNG, HEIC, WebP) · Optional
  9. Latest property tax noticeDocument or photo (PDF, JPG, PNG, HEIC, WebP) · Optional
  10. Can you answer the seller questionnaire?Works carried out, easements, insurance claims, sewage, fittings: the office's questionnaire is attached. Thank you for your prompt reply.Written answer

How it works

  1. List the documents you need, and their format. With this ready-made request, the list is already done.
  2. Add the people. Everyone sends the same thing, or each their own.
  3. 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 sale: seller's documents)?

This ready-made request lists 10 documents: ID document, civil status questionnaire, marriage contract or civil partnership agreement, title deed, technical survey file, co-ownership documents, plans, permits and certificate of compliance, current leases, latest property tax notice, can you answer the seller questionnaire?.

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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Updated on October 3, 2026