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Seller ID, buyer proof of funds and sale papers, from one link.

A sale slows down while a seller hunts for their ID and a buyer hunts for a bank statement. Docsroom gives each person their own link and reminds whoever has gone quiet.

8 templates80 requestsWritten for estate agents

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Eight templates for estate agents

Open a template to see every request in the order it is asked, and watch it written in and answered.

Seller starter checklistfor new sellers · once you have instructed us12 requests12 requests
Seller starter checklistAlan Pickering · 9 Kestrel Way9 of 12 back
  • About you
  • FormSeller details6 questionsAssigned to APAlan Pickering, sellerFrom Chloein 2 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to APAlan Pickering, sellerFrom Chloein 2 daysComplete
  • UploadProof of addresslast three monthsAssigned to APAlan Pickering, sellerFrom Chloein 3 days1 file sent
  • The home
  • UploadProof of ownershipdeeds or mortgage letterAssigned to APAlan Pickering, sellerFrom Chloein 3 days2 files sent
  • QuestionAnyone else on the deedseach owner needs IDAssigned to APAlan Pickering, sellerFrom Chloein 3 daysComplete
  • QuestionMortgage to repaylender and rough balanceAssigned to APAlan Pickering, sellerFrom Chloein 4 daysAwaiting reply
  • QuestionFreehold or leaseholdlease length if a flatAssigned to APAlan Pickering, sellerFrom Chloein 4 daysReminder sent
  • Working together
  • QuestionYour moving planswhere to and by whenAssigned to APAlan Pickering, sellerFrom Chloein 4 daysComplete
  • DecisionType of agencysole, joint or multiAssigned to APAlan Pickering, sellerFrom Chloein 5 daysReady to check
  • ApprovalTerms of businessread and approveAssigned to APAlan Pickering, sellerFrom Chloein 5 daysReady to check
  • ApprovalFor sale boardyes or noAssigned to APAlan Pickering, sellerFrom Chloein 6 daysComplete
  • DecisionWho does the viewingsus or youAssigned to APAlan Pickering, sellerFrom Chloein 6 daysAwaiting reply
Staff starter checklistfor new negotiators · before their first day12 requests12 requests
Staff starter checklistJack Thompson · negotiator9 of 12 back
  • Before you start
  • QuestionRight to work share codenine charactersAssigned to JTJack Thompson, negotiatorFrom Chloein 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to JTJack Thompson, negotiatorFrom Chloein 3 daysComplete
  • UploadProof of addresslast three monthsAssigned to JTJack Thompson, negotiatorFrom Chloein 4 days1 file sent
  • TableTwo refereesnames and numbersAssigned to JTJack Thompson, negotiatorFrom Chloein 5 daysReady to check
  • QuestionEmergency contactname and numberAssigned to JTJack Thompson, negotiatorFrom Chloein 5 daysComplete
  • Pay and contract
  • FormBank and tax details6 questionsAssigned to JTJack Thompson, negotiatorFrom Chloein 4 daysAwaiting reply
  • ApprovalEmployment contractread and approveAssigned to JTJack Thompson, negotiatorFrom Chloein 5 daysReminder sent
  • ApprovalCommission planread and approveAssigned to JTJack Thompson, negotiatorFrom Chloein 6 daysComplete
  • Out on viewings
  • UploadDriving licencefront and backAssigned to JTJack Thompson, negotiatorFrom Chloein 5 days1 file sent
  • UploadBusiness use insurancecar cover for viewingsAssigned to JTJack Thompson, negotiatorFrom Chloein 5 days2 files sent
  • ApprovalLone working policyread and approveAssigned to JTJack Thompson, negotiatorFrom Chloein 6 daysComplete
  • UploadMoney laundering trainingif you have a certificateAssigned to JTJack Thompson, negotiatorFrom Chloein 7 daysAwaiting reply
Property details packfor sellers going to market · before photos and the listing10 requests10 requests
Property details packDenise Harker · 22 Ash Lane8 of 10 back
  • The home
  • FormMaterial information12 questionsAssigned to DHDenise Harker, sellerFrom Chloein 3 daysComplete
  • QuestionServices and broadbandwho supplies whatAssigned to DHDenise Harker, sellerFrom Chloein 3 daysComplete
  • QuestionFlooding and subsidenceany historyAssigned to DHDenise Harker, sellerFrom Chloein 4 daysReady to check
  • QuestionCovenants and rights of wayanything on the deedsAssigned to DHDenise Harker, sellerFrom Chloein 4 daysReady to check
  • Papers for the listing
  • UploadEnergy certificateEPC, if you have oneAssigned to DHDenise Harker, sellerFrom Chloein 4 daysComplete
  • UploadPlanning and building papersfor any work doneAssigned to DHDenise Harker, sellerFrom Chloein 5 daysAwaiting reply
  • FormLease and service chargeflats onlyAssigned to DHDenise Harker, sellerFrom Chloein 5 daysReminder sent
  • Photos and viewings
  • DecisionPhotography daypick the best dayAssigned to DHDenise Harker, sellerFrom Chloein 5 daysComplete
  • QuestionAccess for photosgate, pets, keysAssigned to DHDenise Harker, sellerFrom Chloein 5 daysReady to check
  • QuestionBest viewing timesdays and hoursAssigned to DHDenise Harker, sellerFrom Chloein 6 daysReady to check
Buyer ID and funds packfor buyers ready to offer · before you make an offer10 requests10 requests
Buyer ID and funds packRavi Chauhan · ID and funds8 of 10 back
  • Who you are
  • FormBuyer details6 questionsAssigned to RCRavi Chauhan, buyerFrom Chloein 2 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to RCRavi Chauhan, buyerFrom Chloein 2 daysComplete
  • UploadProof of addresslast three monthsAssigned to RCRavi Chauhan, buyerFrom Chloein 3 days1 file sent
  • Your money
  • DecisionHow you will paycash, mortgage or bothAssigned to RCRavi Chauhan, buyerFrom Chloein 3 daysReady to check
  • UploadAgreement in principleif you need a mortgageAssigned to RCRavi Chauhan, buyerFrom Chloein 3 daysComplete
  • UploadProof of depositlatest bank statementAssigned to RCRavi Chauhan, buyerFrom Chloein 4 daysAwaiting reply
  • QuestionWhere the deposit came fromsavings, sale or giftAssigned to RCRavi Chauhan, buyerFrom Chloein 4 daysReminder sent
  • UploadGift letterif family are helpingAssigned to RCRavi Chauhan, buyerFrom Chloein 5 daysComplete
  • Before your offer
  • DecisionYour buying positionsold, selling or no chainAssigned to RCRavi Chauhan, buyerFrom Chloein 4 daysReady to check
  • ApprovalPrivacy and ID checksread and approveAssigned to RCRavi Chauhan, buyerFrom Chloein 5 daysReady to check
Offer stage packfor buyers with an offer agreed · when your offer is accepted9 requests9 requests
Offer stage packEmma Clarke · offer on 31 Elm Road7 of 9 back
  • Your offer
  • FormOffer as agreed5 questionsAssigned to ECEmma Clarke, buyerFrom Chloein 2 daysComplete
  • DecisionTarget moving datepick the closestAssigned to ECEmma Clarke, buyerFrom Chloein 2 daysComplete
  • ApprovalOffer termsread and approveAssigned to ECEmma Clarke, buyerFrom Chloein 3 daysReady to check
  • Solicitors and chain
  • FormSolicitor details5 questionsAssigned to ECEmma Clarke, buyerFrom Chloein 3 daysReady to check
  • TableYour onward chaineach home and agentAssigned to ECEmma Clarke, buyerFrom Chloein 4 daysComplete
  • QuestionLender or brokername and phoneAssigned to ECEmma Clarke, buyerFrom Chloein 4 daysAwaiting reply
  • Survey and mortgage
  • DecisionSurvey you wantlevel 2, level 3 or noneAssigned to ECEmma Clarke, buyerFrom Chloein 5 daysReminder sent
  • QuestionSurvey dateonce it is bookedAssigned to ECEmma Clarke, buyerFrom Chloein 7 daysComplete
  • UploadMortgage offerwhen your lender sends itAssigned to ECEmma Clarke, buyerFrom Chloein 14 days1 file sent
Sale progression packfor sellers with a sale agreed · once you have agreed a sale9 requests9 requests
Sale progression packTrevor Nash · sale of 5 Mill Close7 of 9 back
  • Your solicitor
  • FormSolicitor details5 questionsAssigned to TNTrevor Nash, sellerFrom Chloein 2 daysComplete
  • ApprovalMemorandum of saleread and approveAssigned to TNTrevor Nash, sellerFrom Chloein 3 daysComplete
  • QuestionProperty information formsent to your solicitor yetAssigned to TNTrevor Nash, sellerFrom Chloein 5 daysReady to check
  • Papers and contents
  • TableFittings and contentswhat stays and goesAssigned to TNTrevor Nash, sellerFrom Chloein 5 daysReady to check
  • UploadWindow and boiler papersFENSA, service recordAssigned to TNTrevor Nash, sellerFrom Chloein 6 daysComplete
  • UploadGuarantees and warrantiesdamp, roof, electricsAssigned to TNTrevor Nash, sellerFrom Chloein 6 daysAwaiting reply
  • Your move
  • QuestionYour onward purchaseaddress and stageAssigned to TNTrevor Nash, sellerFrom Chloein 4 daysReminder sent
  • QuestionMoving dates that suitearliest and latestAssigned to TNTrevor Nash, sellerFrom Chloein 5 daysComplete
  • DecisionLeaving the keyswith us or in the propertyAssigned to TNTrevor Nash, sellerFrom Chloein 8 daysReady to check
Yearly registrations and insurancefor the agency · each year, before renewals10 requests10 requests
Yearly registrations and insuranceMoore and Hartley Estates · yearly pack8 of 10 back
  • Registrations
  • UploadRedress scheme membershipcurrent certificateAssigned to GHGareth Hughes, branch managerFrom Chloein 7 daysComplete
  • UploadMoney laundering registrationHMRC supervisionAssigned to GHGareth Hughes, branch managerFrom Chloein 7 daysComplete
  • UploadData protection feeICO certificateAssigned to GHGareth Hughes, branch managerFrom Chloein 8 days1 file sent
  • UploadProfessional indemnitypolicy scheduleAssigned to GHGareth Hughes, branch managerFrom Chloein 8 days2 files sent
  • Insurance and safety
  • UploadEmployer’s liabilitycurrent certificateAssigned to GHGareth Hughes, branch managerFrom Chloein 10 daysComplete
  • UploadPublic liabilitycurrent certificateAssigned to GHGareth Hughes, branch managerFrom Chloein 10 daysAwaiting reply
  • UploadFire risk assessmentreviewed this yearAssigned to GHGareth Hughes, branch managerFrom Chloein 12 daysReminder sent
  • Policies and people
  • ApprovalMoney laundering policyread and approveAssigned to GHGareth Hughes, branch managerFrom Chloein 12 daysComplete
  • TableStaff training recordname, course and dateAssigned to GHGareth Hughes, branch managerFrom Chloein 14 daysReady to check
  • QuestionComplaints this yearyes or no, then detailsAssigned to GHGareth Hughes, branch managerFrom Chloein 14 daysReady to check
Photographer and EPC supplier setupfor photographers and assessors · before their first home visit8 requests8 requests
Photographer and EPC supplier setupSam Whitehead · new supplier6 of 8 back
  • Their details
  • FormSupplier details6 questionsAssigned to SWSam Whitehead, photographerFrom Chloein 3 daysComplete
  • FormBank details3 questionsAssigned to SWSam Whitehead, photographerFrom Chloein 3 daysComplete
  • UploadPrice listcurrentAssigned to SWSam Whitehead, photographerFrom Chloein 4 days1 file sent
  • Insurance and cover
  • UploadPublic liability insurancecurrent certificateAssigned to SWSam Whitehead, photographerFrom Chloein 5 days2 files sent
  • UploadEnergy assessor accreditationif you do EPCsAssigned to SWSam Whitehead, photographerFrom Chloein 5 daysComplete
  • How we work
  • QuestionTurnaround timedays after the visitAssigned to SWSam Whitehead, photographerFrom Chloein 5 daysAwaiting reply
  • ApprovalHome visit rulesread and approveAssigned to SWSam Whitehead, photographerFrom Chloein 6 daysReminder sent
  • ApprovalSupplier termsread and approveAssigned to SWSam Whitehead, photographerFrom Chloein 6 daysComplete

Written for estate agents. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

One link for each seller and buyer

Sellers and buyers open their own link on a phone. Nobody makes an account or forgets a password, and nobody emails a passport scan.

ID and proof of funds kept with the sale

Passports, bank statements and agreements in principle arrive against the property, each with the date it came in.

Chasing carries on during viewings

Docsroom chases whoever has not replied until each one is in, so the progressor is not on the phone all day.

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