Move vendors and buyers forward with secure document requests.
Collect proof of funds, AML documents, and contracts in a single secure vault.
Compliance focus
- AML requirements supported
- GDPR requirements supported
Document types covered
Estate agency teams juggle viewings, offers, and compliance checks. Docustody keeps every vendor and buyer file organized, with a clear audit trail for AML and GDPR obligations.
Replace email attachments with a secure portal that auto-deletes when the transaction completes, reducing liability and speeding up sales progression.
Pain points we solve
Less chasing, more confidence.
Docustody fixes the gaps that slow teams down and create compliance risk.
Proof of funds arrives over email with inconsistent formats.
AML checks require repeat follow-ups for missing documents.
Files are stored in shared drives long after completion.
Clients lack visibility into what has been received.
Use cases
Workflows for Estate Agents.
Sales progression packs
Create a checklist for buyers and vendors so both sides know what is outstanding.
AML verification
Collect identification and proof of funds with a secure link and automated reminders.
Chain management
Keep documents organized by transaction, with separate vaults for each property.
Proof points
- Document requests include built-in AML verification steps.
- Deletion certificates show when sensitive data was removed.
- Audit trails make handovers between negotiators simple.
“We cut two days off our average sales progression time by standardizing document collection in Docustody.”
Emily Hart
Sales Progression Lead
Resources
Checklists and guides for Estate Agents.
Use these resources to educate clients and keep every request consistent.
FAQs
Frequently asked questions
Can I reuse checklists for every new listing?
Yes. Save templates for vendors, buyers, and landlords so each new file starts with the right documents.
Is Docustody suitable for high-volume agencies?
Docustody is designed for teams managing dozens of transactions at once, with bulk reminders and reporting.
Do you support AML record keeping?
Audit exports include timestamps, user details, and deletion certificates to support AML compliance checks.
Ready for secure document collection?
Open a estate agents vault, send the link, and let Docustody handle the deletion and audit trail.