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The Property Vault

Tutorial 41 2:11 3 chapters

Starting at 0:08

Every deal has a Vault: the permanent file for the property. Open it from the VAULT tab. When a deal starts, it's empty. The property file on the right lists what a sale needs: the Nota Simple, Catastro, IBI receipt, energy certificate, community certificate, occupancy licence, title deed, I-Ds, K-Y-C and the signed agreement.

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What is the Property Vault?

Every deal has a Vault: the permanent file for the property, opened from the VAULT tab. The property file lists what a sale needs, from the Nota Simple, Catastro and IBI receipt to the energy certificate, title deed, IDs, KYC and the signed agreement. Click Add Document, say what the document is, drop in the file and click File in VAULT. Signed documents file themselves the moment the last signature lands.

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How do I share documents with the buyer's lawyer?

Tick the documents to send, click Share, and enter the lawyer's email and name, how long the link lasts, and a message. Click Send link by email. The link shows exactly those documents and stops working when it expires.

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How do I stop a shared Vault link working?

On the Parties tab, External share links lists every link you've made. Click Revoke and confirm; the link stops working straight away, and you can create a new one whenever you need to.

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Not search. Guidance.
Shannon
Shannon Shannon NLS Concierge