Templates

Download the right document for each step

Use these templates only after there is real interest and both sides want to move forward.

Step 1

ID and contact pack

Simple checklist for identity, ownership and contact details.

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Step 2

Property document pack

Checklist for title, taxes, HOA, certificates and basic disclosures.

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Step 3

Swap agreement draft

Core commercial points before the final legal drafting.

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Step 4

Closing and handover pack

Closing funds, notary/title steps, keys, utility transfer and handover.

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