Real Estate

Collect property transaction documents — on time

Gather purchase agreements, mortgage documents, and KYC files from buyers, sellers, and agents. Track everything in one place.

EU-HostedAll data stored on Hetzner servers in GermanyGDPR CompliantFull compliance with EU data protection regulations including DPATLS EncryptedAll connections secured with TLS 1.2+ encryptionAntivirus ProtectedEvery uploaded file is automatically scanned for malware2FA ReadyOptional two-factor authentication via authenticator appsFull Audit TrailEvery upload, reminder, and status change is logged

The problem

Buyers and sellers delay paperwork

Real estate transactions involve multiple parties who send documents at different speeds, often delaying closing dates.

Sensitive financial data via email

Mortgage documents, income statements, and identity documents arrive as unencrypted email attachments from multiple parties.

No centralized document tracking

Documents are scattered across email threads, messaging apps, and cloud drives. Figuring out what is missing takes hours.

Tight closing deadlines

Property closings have firm dates. One missing document from one party can delay the entire transaction.

The solution

Transaction-based checklists

Create a checklist per transaction: purchase agreement, proof of funds, identity documents, mortgage approval.

Multi-party coordination

Send separate upload links to buyers, sellers, agents, and banks. Each sees only their own required documents.

Deadline-driven reminders

Automatic escalating reminders tied to the closing date. No more manual follow-ups before settlement.

Secure document handling

All uploads via TLS-encrypted links. No accounts needed for parties. Documents stored in EU data centers.

See it in action

This is what your clients experience — a simple, secure upload portal.

Client upload portal

Secure upload portal

Request from Apex Accounting

Q1 2025 Tax Documents

Due Mar 15, 2025

W-2 / 1099 formsUploaded
Prior year tax returnUploaded
Business expenses summaryUpload

Audit trail

Audit trail

Sarah Chen Uploaded W-2 / 1099 forms

Today, 2:14 PM

Sarah Chen Opened magic link

Today, 2:12 PM

FolioDoc Sent reminder to James Wilson

Today, 10:00 AM

Maria Garcia Uploaded lease agreement

Yesterday

FolioDoc Request created by you

Yesterday

How it works

1

Set up a transaction

Create a document request for the transaction. List what each party needs to submit and set the closing deadline.

2

Invite all parties

Add buyers, sellers, agents, and financial institutions. Each gets a unique secure upload link.

3

Parties upload documents

Each party sees their checklist, uploads documents from any device. Automatic reminders keep things on track.

4

Close with confidence

See real-time completion status. Download all documents for the closing. Export the submission log.

Why FolioDoc

  • Multi-party coordination in a single dashboard
  • Automatic reminders tied to closing dates
  • No accounts needed for buyers, sellers, or agents
  • Secure upload with EU-hosted infrastructure
  • Full audit trail for transaction records
  • GDPR-compliant with configurable data retention

Learn more about FolioDoc

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Ready to stop chasing documents?

Create a free request and see what your clients experience. No credit card required.