Send a checklist for ID, proof of funds, and disclosures. Clients upload without creating an account. You see who's still missing documents before it delays closing.
$7.99/month flat · unlimited clients · no client login required
A real estate transaction generates paperwork from four directions at once — buyer, seller, lender, and title — and the agent is usually the one holding the list of what's outstanding. When that list lives in an inbox, the answer to 'what are we still waiting on' takes ten minutes to reconstruct and is wrong half the time. A single checklist per transaction turns that into a glance, which is what makes the difference on a closing timeline.
Use this as a starting template — in ClientBrief you save it once and send it to every client, rather than retyping it into a new email each time.
Create separate buyer and seller checklists and send the relevant one when a contract is signed. Both parties upload from a phone without registering — critical when someone is photographing a driver's license from their car between showings. As title and lender conditions come in, add them to the same checklist so there's one place that answers what's outstanding on the deal. When closing approaches, the completion view replaces the round of 'did we ever get the HOA docs' emails.
What documents do buyers need to provide?
Photo ID for everyone on the contract, a pre-approval letter or proof of funds for cash offers, the signed purchase agreement and addenda, and earnest money confirmation. Financed purchases add whatever the lender's conditions list requires, which typically arrives later in the process.
What documents do sellers need to provide?
The property disclosure statement, lead-based paint disclosure for pre-1978 properties, HOA documents and dues statements where applicable, and any existing survey, title policy, or plat. Utility account details for transfer are usually the last item collected.
How do I keep track of documents across multiple deals?
One checklist per transaction, with a dashboard showing completion across all of them. The failure mode in real estate isn't forgetting a document exists — it's not knowing which of six active deals is missing which item at any given moment.
Can clients upload from their phone?
Yes, and without creating an account. That matters here more than in most professions, because real estate documents are typically photographed rather than scanned, often while the client is out of the house.
Does it work for rental applications too?
Yes — build a rental application checklist covering ID, proof of income, references, and application forms. Unlimited checklists are included, so property management and sales workflows can run side by side.
Last updated August 2026 · See all industries