DocRoundupBUYER DOCUMENT COORDINATION
Keep your buyer’s next step clear.
Keep your buyer’s requested documents and follow-ups in one place.
HOW IT HELPS
Keep the request together.
Your buyer’s documents are scattered across emails. Keep the next request clear.
Ask for the documents you need, explain who needs them, and review each upload in context.
- Separate buyer and seller checklists
- Explain who needs each document
- Keep requested updates together
Buyer financing coordination
Sam Taylor
- 1. Request
- 2. Upload
- 3. AI checks
- 4. Review
You send a clear request
Mortgage preapproval letterRequested
Employment letter (if requested)Requested
Pay stubs (if requested)Requested
Your checklist. One link for your client.
AI flags possible issues. You make the final decision.
A starting checklist for real estate agents.
- Mortgage preapproval letter
- Employment letter (if requested)
- Pay stubs (if requested)
Add, remove or swap requirements for each client. Ask for a document or a written answer, and explain the period or details you need.
See how requests and review work →LESS BACK-AND-FORTH