Document upload

Upload guidance for real-estate support files.

Use the intake first, then upload IDs, agreements, lender letters, statements, tax or condo documents, correspondence, and other materials requested for the file.

Start intake Open Client Hub LegalExpt secure upload

Closing support desk

Intake, checklists, document notes, deadline reminders, and handoff summaries in one place.

View clear bullet-point details

Secure document handling note: This form is configured for launch-safe intake only. Do not upload photo ID, bank statements, lender instructions, trust/closing funds information, or other highly sensitive documents here. RealEstateExpt will send an approved secure upload link when the file is ready.

Upload form

Send requested documents

For sensitive documents, confirm the approved upload method first. File upload availability depends on the form endpoint used after deployment.

Client name Email Request number Document category

Documents you need to send I request an approved secure upload link before sending private or sensitive documents. Notes for the support desk I confirm these documents are for a real-estate support request and I understand RealEstateExpt provides organization support only.

Privacy notice: By submitting this form, you consent to RealEstateExpt collecting and using the information for the selected support request, quote, intake, upload, payment, partner workflow, or handoff purpose. Do not include sensitive ID, bank, tax, trust, closing-fund, or lender documents in ordinary forms unless an approved secure upload/Dropbox route is provided. See Privacy Policy, Consent, and Safeguards.

Upload guidance for real-estate support files.

Closing support desk

Send requested documents

Closing support desk

Explore Partner Options

Agents & brokerages

Mortgage professionals

Law firms

Apply to partner

Partner workflow

RE/MAX Canada

Royal LePage

Sutton Group

Dominion Lending Centres

Meridian Credit Union

MCAP

Fasken

BLG

Blakes

Become a partner