Javascript is required
logo-dastralogo-dastra

GDPR Data processing modelRental management

By: Ludwig Karneth
PrivateReal Estate
This processing model relates to the management of the pre-contractualization, conclusion of the lease contract, management of the progress of the contract and the end of the contract as well as proposals for rentals that correspond to the criteria sought and proposals for similar properties

Purposes (6)

A purpose is the objective pursued by the setting up of your file. It indicates what the processing of personal data will be used for, its purpose. This purpose must be clear and understandable

1
management of pre-contracting / conclusion of lease contract
organization of visits, assessment of solvency, conclusion of the lease and its appendices...
Contract
2
Contract progress management
Follow-up of rent, service charge and security deposit payments / Management of property occupancy / Verification of insurance cover / Management of unpaid rent insurance
Contract
3
Aggregation of data for transmission to local rent observatories
Data aggregation for the transmission of statistics to local rent observatories
Legal obligation
Loi n° 89-462 du 6 juillet 1989 tendant à améliorer les rapports locatifs et portant modification de la loi n° 86-1290 du 23 décembre 1986, précisé par le décret n° 2019-625 du 21 juin 2019
4
contract termination management
lease termination and end of solidarity
Contract
5
Rental proposals that match the search criteria
Analysis of property criteria sought by potential tenants for the purpose of sending rental proposals
Contract
6
Proposals for similar goods
Sending proposals for rentals similar to the property in which the person concerned has expressed an interest
Legitimate interest
necessary for the business activity, provided that the data subject may object at any time

Data categories (6)

Personal data is any information relating to an identified or identifiable natural person. A natural person can be identified either directly (eg surname and first name) or indirectly (eg phone number, social security number, email or postal address, but also voice or image)

coordinates customer looking for housing

Data details


Search criteria

Definition

location, rent, surface, etc.

required
Name and surnamerequired
Telephone numberrequired
Emailrequired

Data conservation rules

Active base:

conservation 3 ans à compter du dernier contact des personnes concernées avec l'organisme

current information on individuals, not relevant at this stage to collect data on personal situation (pro or financial situation).

Lease conclusion

Data details


Identity of spouse

Definition

In accordance with article 1751 of the French Civil Code

required
Insurance certificaterequired
Numéro d'allocataire à la Caisse d'allocations familiales (CAF) ou à la Mutualité sociale agricole (MSA)required
Email address

Archiving policy

Subject to consent

required
Bank detailsrequired

Data conservation rules

Active base:

Contractual term until tenant's accounts are closed

Intermediate archiving:

- three (3) years in the case of direct management (limitation period for leases); - five (5) years in the case of delegated or semi-delegated management (limitation period for civil matters).

Solvency assessment

Data details


Ressourcesrequired
Professional situationrequired
Postal Addressrequired
Name and surnamerequired

Data conservation rules

Active base:

3 months

solidarity end request

Data details


criminal conviction for acts of violence

Definition

acts of violence committed against him or a child who habitually resides with him and rendered less than six months ago

optionalsensitive data
ordonnance de protection du JAFoptionalsensitive data

Data conservation rules

Active base:

In principle, they cannot be retained by the owner, unless a particular need can be demonstrated. They may, however, be kept until the owner validates the reduction in notice or the end of solidarity in the case of indirect management, subject to the implementation of strong measures to ensure security and confidentiality. Possibility of retaining data for a longer period for the purposes of constituting evidence or to meet a legal obligation.

tenant renting

Data details


Insurance certificaterequired
Numéro d'allocataire à la Caisse d'allocations familiales (CAF) ou à la Mutualité sociale agricole (MSA)optional
Emailoptional
Bank detailsrequired

Data conservation rules

Active base:

contract duration

Intermediate archiving:

3 years for direct management, 5 years for delegated or semi-delegated management

lease termination or expiration

Data details


état des lieux de sortieoptional
notice

Definition

If the tenant wishes to benefit from a reduced notice period, the organization may consult, in accordance with article 15 of law n° 89-462 of July 6, 1989 tending to improve rental relations, data justifying: - a possible professional change; - the allocation of housing defined in article L. 831-1 du code de la construction et de l'habitat; - a state of health requiring a change of address; - receipt of the revenu de solidarité active or the allocation adulte handicapé.

required

Data conservation rules

Active base:

In principle, they cannot be retained by the owner, unless a particular need can be demonstrated. They may, however, be kept until the owner validates the reduction in notice or the end of solidarity in the case of indirect management, subject to the implementation of strong measures to ensure security and confidentiality. Possibility of keeping data for a longer period in order to establish proof or to meet a legal obligation.

Intermediate archiving:

In the event of termination of the management mandate, the real estate professional, the former agent, hands over all information relating to rental management to the new lessor or agent. He/she may keep a copy of any document necessary to protect him/her against litigation in interim storage for a period of five (5) years.

Data subject (3)

A data subject is any person whose data is collected, retained or processed by the data processing. e.g. In a recruitement process, any candidate for a position proposed in recruitement management process

  • Other
  • Customers
  • Former customers

Author:
Ludwig Karneth
Ludwig Karneth

Created at:07/08/2023

Updated on:10/29/2023

License: © Creative commons :
Attribution / Pas d'utilisation commerciale
CC-BY-NC AttributionPas d'utilisation commerciale

Nb using:1


Access the full processing template

Try Dastra now to access all of our data processing templates that you can customize for your organization.It's free and there's no obligation for the first 30 days (no credit card required)

Add to my data processings record
Subscribe to our newsletter

We will send you a few emails to keep you informed of our news and what's new in our solution

* You will always be able to unsubscribe on each newsletter. Learn more.