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futureagent

Legal and complianceAutomation

Notary deed tracking

For every file at the notary's office, the agent tracks the steps up to signing (seller's documents, land registry search, planning information, clearance of pre-emption rights, loan approval), follows up with the parties and sends the file status to the notary and clerks every Monday.

Use this template

€9 per month, estimatedPrice confirmed before launch

Or launch it from WhatsApp

What the agent does

Weekdays at 8 am

  1. 1Check. Pending steps per file.
  2. 2Follow up. Agencies, town halls, banks, clients.
  3. 3Recap. File status on Monday.

Sample deliverable

34 sale files in progress

  • Dupuis / Martin sale: pre-emption notice (DIA) sent October 2, cleared December 2. Signing targeted for December 12.
  • SCI Garibaldi sale: planning information note awaited, town hall chased.
  • Excel: File status
  • Message: Today's follow-ups

Connectors

  • AirtableAirtable: track file progress
  • OutlookOutlook: follow up with the parties

Already set up for you

Follow-ups
Every 5 business days

What you'll be asked

  • Notaries and clerks to keep informed?

Who it's for

About 22 runs a month, standard business logic and 6 actions per run (emails sent): Essential tier.

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