Solutions / Estate agents
Sale agreed on Friday. ID and funds in by Monday.
One room per property. The buyer gets a link that shows only their own sale, uploads a licence from their phone, and the file lands against the request that asked for it. Nobody emails a passport scan to a shared inbox again.
- UploadPhoto IDReminder sent
- UploadMortgage in principleReady to check
- UploadEPC and gas safetyepc.pdfComplete
The paperwork a sale stalls on
Every one of these is a request with its own thread, its own status and its own reminder. Ten requests, three people, one place to look, and you can see at a glance which side of the chain you are waiting on.
- Identity and money
- UploadPhoto IDTWTom WalshJessin 3 daysComplete
- UploadPhoto IDHPHelen PriceJessin 5 daysComplete
- UploadProof of addressTWTom WalshJessin 7 days2 files sent
- UploadProof of fundsTWTom WalshJessin 9 daysReady to check
- FormGifted depositTWTom WalshJessin 11 daysAwaiting reply
- The sale
- UploadMortgage offerHPHelen PriceJesstomorrowAwaiting reply
- QuestionYour solicitorTWTom WalshJessin 3 daysComplete
- UploadEPCHPHelen PriceJessin 5 daysComplete
- UploadBuilding regsHPHelen PriceJessin 7 days1 file sent
- ApprovalTerms of businessHPHelen PriceJessin 9 daysComplete
An illustration. The names are made up.
How a room is put together
A room per property, not per person
A sale has two buyers, a vendor, two solicitors and a chain. They all sit in one room, each on their own link, each seeing only what is theirs.
Photographs of documents are fine
Most people photograph a licence rather than scan it. The request takes a phone photo through a QR code and records what arrived, when and from whom.
The file cannot arrive on its own
A document is always attached to the request that asked for it. Six months later the record still says who provided it and which sale it belonged to.
The pictures are illustrations. The names are made up.
Chase the buyer, not the vendor
Reminders are set per person, and they list only what that person still owes. When the last item on their list is answered the reminders stop, so nobody is chased for something they sent a fortnight ago.
- A schedule per person, not per room
- Reminders end when their list is done
- Every reminder is on the activity log
- UploadPhoto IDReminder sent
- UploadProof of addressReminder sent
Everyone on the sale, separately
Two buyers and a vendor on the same property, each with their own link and their own list. Neither buyer sees the other’s payslips, and the vendor never sees the buyers’ identity documents.
- OFOwen Feasey2 awaiting
- RFRuth Feasey1 file sent
- DRDenise RowntreeEverything in
On anti-money-laundering records
Docsroom keeps the document, the date it arrived, who sent it and every time it was downloaded. That record exports as CSV, and a whole room downloads as one ZIP organised by request. What it does not do is decide whether a document satisfies your obligations under the Money Laundering Regulations. That judgment is yours, and your supervisor’s.
Put your next sale in a room.
Free for 14 days, no card.