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A property transaction involves buyers and sellers, their lawyers, an agent, a notary and often a bank. Each of them holds part of what the others need. A Shared Space puts all of it in one secure place: the documents each party must provide, the facts everyone must agree on, and the dates everyone must attend. Shared Spaces are free, and they do not require Casa Conect OS. The people you invite need only an email address.

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What is inside

A space has five tabs. An admin can hide any that a transaction does not need. Hiding a tab preserves what is in it.

Documents

A checklist of the documents the deal requires. Each has an owner who provides it, people who may see it, and reviewers who approve it.

Summary

The key facts of the transaction, filled in by people or extracted from the documents by AI, each with a citation to its source.

Appointments

Propose times for a viewing or a signing, let participants vote, then confirm.

Members

The people in the space, organized into teams, with roles.

Matters

For offices using Casa Conect OS: share a matter into the space, so that everyone can follow its progress, shown as Step 3 of 7, without seeing your internal work.

Share links

Give someone without an account secure access to a selected part of the space.

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Create a Shared Space

Choose New Shared Space from the home screen or from the Shared Spaces page.
Choose Select Template and pick one from Popular templates. A template sets up the teams, document checklist and summary for a common kind of transaction. The space appears at once, marked Preparing shared space, and is ready shortly afterwards.
With Casa Conect OS, the agent can set up a space from a template and file documents into the right slots. It always asks for your approval before it invites anyone outside your organization.

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Find your spaces

The Shared Spaces page lists every space you belong to. Your home screen shows Recent Shared Spaces, along with any invitations waiting for you, which you can Accept or Decline.

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Two languages, automatically

Transactions in Spain often involve people who do not share a language. Casa Conect is available in English and Spanish, and inside a Shared Space it goes further. The short texts people enter, such as the names and descriptions of teams, document types, categories and appointments, and review comments, are translated automatically, so everyone reads the space in their own language. A globe icon beside a field tells you that Casa Conect will automatically translate this value. Documents themselves are not translated.

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Leaving and deleting

  • A member can leave a space at any time. If you are the only admin, you choose a new admin first. If you are the only editor of a summary category, you hand that on first.
  • If you are the only member, leaving will delete this shared space permanently.
  • Deleting a space, or a section, category or document type within it, permanently deletes the documents stored there, along with their search index.