Paperwork agent: purchase file
An agent keeps each buyer's purchase file complete, drafts the registration documents and asks for what is missing, while the coordinator reviews everything before it is sent.
BuyerSample Buyer FBirmingham, United Kingdom
UnitT2-1405Sample Tower B, Madinah Central
File complete5 of 7 items1 missing, 1 awaiting review
CoordinatorSample Coordinator LReviews every draft
Purchase file checklist
| Document | Status | Note |
|---|---|---|
| Passport | Verified | Valid until 2031. Checked on 2 September. |
| Proof of funds | Verified | Letter from Sample Bank B, confirmed by the bank. |
| Reservation form | Signed | Signed by the buyer on 5 September. |
| Contract | Signed | Sale contract signed by both parties on 18 September. |
| Payment receipts | 2 of 2 received | Reservation fee and first installment, paid into escrow. |
| Registration forms | Drafted, awaiting review | Prepared by the agent on 30 September. |
| Proof of address | Missing | The document on file is older than 3 months. |
Registration application, page 1 of 3 (sample document)
Registration application
Awaiting the coordinator's review
Filled from the passport, the contract and the payment receipts. 2 fields are marked for a check: the buyer's address and the unit area.
Cover letter, 1 page (sample document)
Cover letter
Awaiting the coordinator's review
Lists the enclosed documents and the unit details, in Arabic with an English copy for the buyer.
I drafted the registration application and the cover letter from the documents in this file. Nothing is sent until the coordinator approves both drafts. One item is still missing: a recent proof of address.
Missing items
1 item
Proof of address older than 3 months: request a new one.
The utility bill on file is dated 12 May. A bill or bank statement from the last 3 months is needed.
Message preview
Hello, this is Sample Coordinator L from Tamalluk Gateway. To finish your purchase file for unit T2-1405 we need a proof of address from the last 3 months, such as a utility bill or bank statement. You can reply with a photo or a PDF. Thank you.Draft
The coordinator sees this message before it is sent and can change the wording.
Next steps
- Contract signed18 September
- Coordinator reviews the draftsDue 3 October
- New proof of address receivedWaiting for the buyer
- Registration file submittedAfter approval