Set the scope
We establish which documents are needed for the handover, showing what is available and which additions have been requested.
Document handovers for property projects
The right documents for the person taking over.
Optima Immo Treuhand prepares property document handovers. We arrange files, record missing information and identify who will handle the items that still need attention.
What matters
Hand over the documents, open questions and responsibilities together.
How a project could work
A new contact takes over
The main contact changes during a property project. Documents can be arranged by purpose and recorded in an index for the handover. An accompanying task list shows which information is missing and who should provide it.
Services
How we can help
Assemble the files
We sort your documents for the agreed purpose and record sources and versions, with a clear index for the assembled material.
Record outstanding items
We put missing details and questions into a task list, naming a contact and next step for each item.
Our approach
How we work together
Discuss the handover
You identify its purpose, participants and required documents. Together we agree what the handover package should contain.
Organise files and questions
We review the supplied material, arrange the documents and collect questions for both sides of the handover.
Record what remains
You receive the document index and an outstanding task list, making the remaining work clear to everyone involved.
Contact
Let’s talk about your project.
Tell us which property documents you need to hand over and what still needs to be clarified.
Positive Group Deutschland GmbH
Freiburg im Breisgau · Germany