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Send one link. Buyers and sellers upload purchase agreements, pre-approval letters, disclosures, and IDs. AI organizes everything. You control when requests close.
Set up in 2 minutes. No credit card required.
See how it works in 60 secondsThree simple steps to stress-free closings
Create a document checklist for your buyer or seller. Upload fillable contracts and disclosures for e-signature. Add intake forms for client info. Combine everything in a single request.
Your client receives a simple link — no account needed. They fill out forms, sign disclosures, upload documents, and see their progress. Works beautifully on any device.
Form responses are saved instantly. Documents are automatically classified by AI and matched to your checklist. Watch progress in real-time and get notified when everything's complete.
Built for busy agents who value their time
Build custom intake forms in minutes. Text, email, phone, SSN, dropdowns - with built-in validation for common formats.
Upload any PDF. Intake detects existing form fields or lets you place your own. Add signature fields. Clients fill and sign in the browser.
Upload a document, and our AI instantly knows if it's a pre-approval letter, proof of funds, photo ID, or disclosure. No manual labeling needed.
Set it and forget it. Clients get gentle email reminders until everything is complete.
Clients fill forms and upload documents from any device. Snap photos directly from their phone.
REST API, webhooks, and native MCP server. Let Claude, GPT, or your custom agent manage the entire intake workflow programmatically.
Add your logo and brand colors. Clients see your brand on the portal and every email — not ours. Build trust from the first click.
256-bit encryption protects your clients' sensitive documents and information in transit and at rest.
Preview PDFs, images, and signed documents right in your browser. No downloading needed — review everything in one place.
One plan. Everything included. No surprises.
Set up in 2 minutes. No credit card.
Got questions? We've got answers.
Anything you need — pre-approval letters, proof of funds, photo IDs, purchase agreements, property disclosures, HOA documents, inspection reports, title commitments, and more. Create a custom checklist for each transaction.
Yes! Upload any PDF and Intake will detect existing form fields automatically. For PDFs without fields, use our visual editor to place text, signature, and initial fields exactly where you need them. Clients sign directly in the browser — no printing or scanning.
No! Clients simply click the link you send them and start uploading. No account creation, no password to remember. Maximum simplicity for buyers and sellers.
Absolutely. Create templates for common transaction types — buyer purchase, seller listing, new construction — and reuse them with one click. Customize per transaction as needed.
Absolutely. We use 256-bit encryption for all data in transit and at rest. We never share or sell data. Sensitive documents like IDs and financial statements are stored securely and you control retention policies.
Yes. Intake has a REST API and real-time webhooks that integrate with Make.com, Zapier, or any system that supports HTTP. Automatically push document status to your CRM or trigger follow-ups when requests complete.
Yes! You can use Intake for free with up to 3 clients. When you need more, upgrade to our Professional plan at $49/month for unlimited clients and all features.
Your clients have the documents. Set up Intake in 2 minutes and send your first request today.
Send Your First Request Free3 clients free forever. No credit card.