Real estate compliance – SSC

Template

An organized real estate analysis workflow is essential for the good compliance management of the company’s properties. With this Pipefy template, you can now receive requests to register the properties, then analyze and comply with legal matters.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  • 1. City

    • Polo1
    • Polo2
    • Polo3
  • 2. County

    • Municipality1
    • Municipality2
    • Municipality3
  • 3. Requester

  • 4. Phone

  • 5. Email

  • 6. Area

    • Urban
    • Rural
    • Suburban
  • 7. Address

  • 8. Postal code

  • 9. Property size

  • 10. Property description

  • 11. Legal documents

Analysis

  • 1. Priority

    • Crítica
    • Alta
    • Média
    • Baixa
    • Sem prioridade
  • 2. Assignee

    • Feito
  • 3. Is the documentation OK?

    • Yes
    • No
  • 4. What else do you need?

On hold

  • 1. Attach all the documents needed for the compliance procedure.

Complying

  • 1. Checklist

    • Documents are all OK
    • Property owner's signature
    • Requester's signature
  • 2. Attach the final legal version of the full documentation.

Done

Archived requests

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