Documents
Keep every file organized and easy to find.
Store contracts, disclosures, invoices, and transaction documents in one place so the right people can access the latest files without searching through emails or folders.
Keep every transaction document organized, accessible, and up to date.
Keep every file organized and easy to find.
Store contracts, disclosures, invoices, and transaction documents in one place so the right people can access the latest files without searching through emails or folders.
Keep your files in sync with Google Drive.
Easily save transaction documents to your connected Google Drive folder so your files stay organized, backed up, and accessible from anywhere.
Know exactly where every document stands.
Track each document with statuses like Missing, Uploaded, Buyer Signed, Seller Signed, Fully Executed, or create your own custom statuses that match your workflow.
Organize documents by purpose, not just filename.
Assign roles like Purchase Agreement, Seller Disclosure, or Closing Statement to standardize document names and automatically attach the correct documents to emails based on their role.
Send documents where they need to go.
Upload documents directly from your transaction to SkySlope, Brokermint, or Dotloop without downloading files or managing duplicate copies.
Get ready for a simpler, smarter way to manage your entire transaction workflow.