Prepare the property file
Core documents are bundled in the correct property context.
Buyer financing for real estate agents
Recognise financing readiness earlier. Guide transactions with greater confidence.
Connect prepared property documents with the consented processing progress of a prospective buyer.
Identify the next sales step without access to the buyer’s personal finances.
Property file
Parkside Residence
Property documentscomplete
Prospective buyerassigned
Financingin preparation
Next step: clarify property question
Property-related overview
Documents, prospective buyer and next step remain connected.
Earlier assessment
Open property questions become visible before the sales process advances.
Clear confidentiality
Credit documents and personal financial data remain hidden from the agent.
From the property to the next step
Property documents and financing preparation work together.
The property file combines the state of the property with consented guidance about buyer financing.
Assign prospective buyers
The buyer starts with existing property data and adds personal information separately.
Assess the sales step
Consented guidance shows whether a property question or appointment is next.
Property-related transaction file
Everything relevant for the next coordination step in one place.
The illustrative view separates property completeness, buyer assignment and financing progress.
Active property
Parkside Residence
Munich · Condominium · 96 m²
Property documents
- Land registry extractavailable
- Floor area calculationavailable
- Energy certificatebeing added
Assigned prospective buyer
Prospect file 04
Financing in preparation
Next step
Provide current energy certificate
The property file contains no credit documents or personal financial data.
Confidential transaction
You see the sales context, not personal finances.
The agent view focuses on the property, assignment and consented next step.
Financing readiness describes processing progress and is not financing approval.
Visible to the agent
- Property and prepared documents
- Reference of the assigned prospective buyer
- Consented processing progress
- Property question or next appointment
Protected for the prospective buyer
- Income and credit documents
- Bank statements and asset information
- Bank selection and personal terms
- Confidential consultation details
Before collaboration
Questions from real estate agents
Answers about properties, prospective buyers and protected financing data.
Is the property file suitable for existing properties?
Yes. The document structure can be prepared for both existing and new-build properties.
Can the agent see the prospective buyer’s credit documents?
No. Personal financing documents, income and bank details remain protected. Only explicitly consented processing progress is visible.
Does financing readiness represent a bank approval?
No. It describes preparation progress and possible next steps. The selected bank makes the credit decision.
Collaboration
Begin with a suitable property or a small portfolio.
Together, we clarify which documents, handover points and status information support your sales process.
- Select a suitable property or portfolio
- Align documents and the handover point
- Define visible information and responsibilities
Non-binding request. The starting point is tailored to your marketing process.