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Real Estate Client Portal

Agency work stalls when tenant and landlord documents live in email. Give every file a checklist with status your whole office can trust.

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Property workflows drown in missing pieces

Tenant dossiers, guarantor proofs, and sale-agreement packs rarely arrive complete on the first try. Relances eat evenings and deals slip.

When status lives in one agent’s inbox, coverage collapses on holiday and clients get conflicting requests.

A portal shaped for agency packs

DocuCollect lets agencies send structured checklists for tenants, landlords, and transaction parties. Approve or reject each piece, comment in place, and chase only what remains.

Clients upload without passwords via magic link. Your team downloads a clean pack when validation is done.

See also Automated Tenant Onboarding.

Built for real-estate document cycles

  • Tenant onboarding checklists

    Standardize what every new tenant must provide — then track completion live.

  • Online tenant file assembly

    Collect IDs, income proofs, and housing history in one shared checklist.

  • Automated chase for missing pieces

    Remind tenants when items stay pending or rejected — without rewriting the same email.

  • Sale-agreement document validation

    Review compromis / agreement packs item by item before the deal can move.

  • Guarantor document centralization

    Stop hunting guarantor proofs across threads — keep them with the tenant file.

  • Landlord onboarding

    Digitize owner intake so new mandates start with complete, reviewable documents.

Practical guides

Frequently asked questions

Is this only for large agencies?
No. Small teams benefit first: one shared checklist removes dependency on a single agent’s inbox.
Can tenants upload from their phone?
Yes. Magic-link access works on mobile, and clients can use in-app PDF tools to clean up photos before upload.
Does it replace my CRM?
No. DocuCollect focuses on collecting and validating documents. CRM integrations are on the roadmap; today it complements your existing tools.

Run your next tenant file in a portal

Start with one dossier, invite the tenant, and let status drive the follow-ups.

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