Selling a property is a complex process that requires gathering many documents. We want to help you with this! Below you will find a list of documents you need to prepare yourself and those that a Real Estate Agent can obtain for you.

Documents you must have

These documents are the basis for starting the property sale process. Prepare them for our first meeting with the Real Estate Agent.

1. Notarial deed 
   This is the most important document that confirms your ownership of the property. It contains a description of the property, owner details, information on how it was acquired (e.g. purchase, inheritance, donation), and any encumbrances. Each owner should have their own copy.
2. House design or plans 
   These documents verify the actual condition of the property. They include layouts, cross-sections, and construction details. Having them makes it easier to present an accurate offer and builds trust with potential buyers.
3. Occupancy permit
   This document confirms that the house has been approved for use in accordance with building regulations. Without it, the buyer may have difficulties obtaining a mortgage from the bank.
4. Information on monthly maintenance costs 
   Potential buyers always ask about expenses. Prepare a list of costs, including electricity, gas, water, heating, property tax, and waste disposal bills. Clear data builds trust and helps buyers make a decision.

Documents the Agent can obtain for you

These documents are equally important, and a Real Estate Agent can acquire them on your behalf, which significantly speeds up the sales process.

1. Excerpt and map from the land register – this document contains key data about the plot, such as its area, cadastral number, and exact location. The excerpt provides descriptive information, while the map is a graphic layout that specifies its shape and position on the cadastral map.
2. Certificate of land use designation in the Local Development Plan – this document states whether your plot is covered by the local spatial development plan and what its intended use is (e.g. residential, agricultural, service, industrial).
3. Revitalization certificate – this document confirms whether the property is located in a revitalization area referred to in Article 8 of the Revitalization Act of October 9, 2015, or in a Special Revitalization Zone referred to in Chapter 5 of the same act.
4. Certificate of simplified forest management plan – informs whether the plot is subject to a simplified forest management plan or a decision referred to in Article 19(3) of the Forest Act of September 28, 1991.
5. Certificate of no registered residents – confirms that no one is registered as living in the property, which is important for the buyer to avoid issues with unwanted occupants after the purchase.
6. Energy performance certificate – this document specifies the building’s energy demand, which translates into future maintenance costs.

Documents you must obtain yourself

The following documents usually need to be obtained by the owner, as they are closely related to their personal financial and legal situation.

1. Bank promise letter – if the property is mortgaged, you must obtain a certificate from the bank stating the terms of repayment.
2. Certificates from the Tax Office and Social Security (US and ZUS) – depending on the situation, the Notary may require certificates confirming no outstanding payments.

We hope that our checklist will make it easier for you to prepare for the sale.

Remember, with the help of a real estate agency, you can take the burden of most formalities off your shoulders. If you value your time and want certainty, contact us. See for yourself that working with a real estate agency is a comfort you can afford!