Audit Property Files

Review property sale and rental files against the agency's own requirements, surface missing or expired documents, and prepare the appropriate reminder or supplier request.

During setup, the agent learns where files live, how the agency distinguishes sales from rentals, which documents are expected at each stage, and how follow-ups should be drafted. It can then run a safe sample audit on a real file.

The agent reports evidence and prepares drafts. The owner decides what is actually required, approves every external message or order, and remains responsible for the transaction.