Building your document checklistβ¦
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Your property case file, organized around your situation.
We use your saved property profile and completed assessments to build a personalized document checklist. You can always add documents that are not on the list.
0 of 0 recommended documents added
Complete assessments to generate a more specific checklist.
What your current situation suggests gathering
These documents are generated from your property profile and assessments.
Your checklist is generated from:
View / Edit Assessments βKeep uploads property-focused.
Use this center for property, mortgage, legal, lease, construction, valuation and related records.
Do not upload passwords, Social Security cards, or unrelated identity documents here.
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The checklist works now. Actual files stay on this device until a secure storage adapter is connected.
Prototype ModeDocuments youβve added
See everything already in your property file and update it from one place.
Full property document checklist
Browse everything your property file may need now or later.
Upload a Document
Select the file and confirm what it is. This keeps your property file organized.