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How to prepare and manage a property remotely?

A remote project calls for clearly identified contacts, centralised documents and written assignments. Prepare the viewings, have the technical and contractual points checked, then organise the monitoring of the property during your absences.

Distance calls for simple organisation and traceable information. Here are a few pointers to help you move forward with a clearer view of the property and the next steps.

Organising communication

Appoint your contacts and agree on a monitoring format. Centralise questions, documents and reports so you can easily find what has been confirmed.

Requesting a useful viewing

Prepare a list of the spaces and details to be shown during the video tour: access, communal areas, actual views, fittings and neighbourhood. Ask for answers on the points that photos cannot convey.

Having checks carried out on site

Where necessary, rely on independent professionals to examine the property and the documents. Specify their assignment and the expected deliverables before any intervention.

Anticipating what comes next

Handover of the keys, equipment, insurance, maintenance and management: identify the tasks to be planned after the acquisition and who will be able to handle them. Have the services, costs and termination conditions clearly set out.

The items to organise before the handover of the keys

  • An identified contact for each assignment.
  • The documents and reports gathered in one place.
  • The arrangements for viewing and checking on site.
  • The maintenance and management contracts, with their costs.
  • The procedure for incidents, works and reports.

From the wish to the project

Your new horizon
begins here.

A first discussion to set out the next steps.

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