My Account
Client Hub access
Use this account area to check the RealEstateExpt client workflow, request status, upload instructions, missing-document notes, quote/payment status, and next steps. For private documents, use only the approved secure upload or Dropbox File Request link provided for your file.
Client Hub
Matter status, documents, deadlines, and next steps.
Use the hub to view the current request summary, progress tracker, uploaded documents, missing items, important dates, quote details, payment status, activity history, and support actions.
Example status
Missing documents requested. Intake received and initial review completed; final package review starts after missing items arrive.
Account access
Find your request
Enter an email and request number to open the client-hub status page. For private documents, use the approved secure upload or Dropbox File Request link provided for your file.
Current request
Real-estate closing-prep support
Intake has been received and initial review is complete. RealEstateExpt is waiting for missing documents before the file can move into final package review and delivery.
Missing documents requested
Application status
Progress tracker
Review is underway. File is waiting for missing items before final package preparation.
✓Free accountClient request ID created.
✓Intake receivedProperty and transaction details received.
3Quote reviewFile level and missing details are being confirmed.
4Quote acceptedClient reviews and accepts the written price.
5Payment activationPayment activates the file for full processing.
6Lawyer review/signingParticipating lawyer review, signing, and closing path.
Missing documents
What is still needed
| Item | Why needed | Due | Status |
|---|---|---|---|
| Signed consent / authorization | Needed before support package processing can continue. | May 24, 2026 | Missing |
| Photo ID list | Needed for the ID checklist and lawyer/lender follow-up. | May 24, 2026 | Missing |
| Mortgage commitment / lender instructions | Needed to complete the financing checklist. | May 25, 2026 | Partly received |
| Timeline of closing-related events | Needed to prepare a clear chronology and next-step list. | May 25, 2026 | Missing |
Document centre
Uploaded documents
| Document | Uploaded | Category | Status | Note |
|---|---|---|---|---|
| Client intake form | May 18, 2026 | Intake | Reviewed | Main client details received. |
| Agreement summary | May 18, 2026 | Agreement | Received | Waiting for final APS copy. |
| Email correspondence | May 19, 2026 | Communication | In review | Relevant dates are being extracted. |
| Draft notes from client | May 19, 2026 | Timeline | Needs clarification | Some dates are missing. |
Deadlines
Important dates
| Date | Item | Responsible | Status |
|---|---|---|---|
| May 24, 2026 | Client to upload signed consent and ID list | Client | Open |
| May 26, 2026 | Document review and missing-item check | RealEstateExpt | Scheduled |
| May 29, 2026 | Draft package / handoff summary preparation | RealEstateExpt | Waiting |
| June 3, 2026 | Target delivery date | RealEstateExpt | Target |
Account activity
Recent updates
- Missing document request createdClient was asked to upload signed consent, photo ID list, lender document, and timeline.
- Initial document review startedUploaded correspondence and draft notes were added to the working file.
- Intake receivedClient submitted intake details and opened request LERE-2026-0042.
Quote details
Scope and quote
Quote status: Intake received — written quote pending missing-item and file-level confirmation.
Estimated package: Public all-inclusive closing package with RealEstateExpt preparation + participating lawyer services.
Payment status: No payment due yet. Payment is requested only after the written quote is accepted.
Activation: Standard/Complex files usually activate with the first payment step; Priority Protection files activate after full payment unless the written quote says otherwise.
Client actions
What to do next
Upload missing documents, confirm the timeline of events, and message RealEstateExpt if a requested paper is not available.
Past yearly account activity
History
| Year | Request | Status |
|---|---|---|
| 2026 | Real-estate closing-prep support | Open |
| 2025 | General document organization | Closed |
| 2024 | Intake support request | Closed |
Glossary
Helpful terms
- Intake
- The first information submitted by the client.
- Missing document
- A requested paper or detail still needed before review can continue.
- Handoff summary
- A clean package of facts, documents, dates, and questions for review.
- Ready for delivery
- The file is organized and ready to be sent to the client or designated reviewer.