Identify vetted sellers and gaps early.
Qualify listings
Compare every listing with official records (passport, vet exams) and make sure media is current.
Request access to the HorseTrado data room so chats, documents, and IDs stay linked to the listing.
- Always request the latest lab and vaccination reports as PDFs.
- Avoid deposits unless an escrow flow protects both sides.
Structured uploads beat chat screenshots.
Documents & identity
Use the secure upload inside the listing profile so all evidence is audit-ready.
Once sellers accept your request you can co-edit the contract draft and share task lists.
Plan milestones, not ad hoc tasks.
Step-by-step checklist
Work through the checklist together and attach decisions to your contract draft.
Keep every decision inside the escrow chat so the compliance team has full context.
First buyer milestones
- Plan financing and recurring costs realistically.
- Book a pre-purchase exam (PPE) and store the results digitally.
- Finalize the contract with clear payment and handover clauses.
- Open the escrow account and release funds only after handover proof.
- Schedule transport and activate insurance before pickup.
- Capture a handover protocol with media evidence.
Logistics and insurance cover the critical hours.
Handover & follow-up
Book the transporter from within the escrow case so routes, contacts, and liabilities are logged.
Activate insurance before pick-up so claims link back to the case.
Share relevant listings and smart services so readers can jump directly into an execution flow.
FAQ for this topic
- Do I need to pay a deposit?
- No. Use escrow so payouts happen only after digital confirmation.
- How do I verify sellers?
- Trigger identity verification in the HorseTrado profile and accept documents exclusively through the platform.
- Which documents belong in the data room?
- Passport, vaccination history, PPE report, contract, payment receipts, and the handover protocol.