Example
What a sales file looks like
One overview per property: which certificates have come in, who you are still waiting for and who follows up. The data below is fictitious.
Sale of a house, Voorbeeldstraat 1, Torhout
6 of 10 documents received
| Certificate or document | Status | Waiting for |
|---|---|---|
| Energy performance certificate (EPC) | Received | – |
| Asbestos certificate | Received | – |
| Soil certificate | Received | – |
| Electrical inspection | Requested | Inspector, appointment 12/12 |
| Planning information | Requested | Municipality |
| Flood risk information | Received | – |
| Post-intervention file | Missing | Seller |
| Heating oil tank | N/A | – |
| Property manager information | N/A | – |
| Title deed | Received | – |
Next actions
- Remind seller about post-intervention fileSarah, today
- Follow up planning informationTom, Friday
- Send missing documents to the notarySarah, after the inspection
Latest emails in this file
- Notary: draft deedyesterday
- Inspector: appointment confirmed2 days ago
- Seller: soil certificate attachedlast week
This is a simplified illustration, not a screenshot. The real overview is set up per agency: you choose which documents and statuses it contains. The documents themselves stay in your own storage, such as Google Drive.
Next step
Book a free call
What would this look like for your agency?
In a free 30-minute call, we look at how you follow up sales today. Or first read more about STUFIN for real estate agencies.