Stop Chasing Clients for
Disclosures & Documents
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 secondsFrom buyer intake to under-contract in under a minute — describe it to Claude, your buyers upload pre-approvals and IDs, you get notified.
The Old Way vs. Intake
The Old Way
- Endless email threads asking for disclosures and documents
- "Can you resend your pre-approval letter?"
- Printing contracts, signing, scanning, emailing back
- Clients forget, closings stall, deals fall through
- Files scattered across email, Google Drive, and text messages
- Generic emails clients ignore
With Intake
- One link for forms AND documents
- Fillable contracts and disclosures with e-signatures
- AI identifies document types automatically
- Preview documents in-browser without downloading
- You control when requests close — reopen anytime
- Your logo and colors on the portal and every email
How It Works
Three simple steps to stress-free closings
Build Your Request
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.
- Drag-and-drop form builder
- Fillable PDFs with e-signature fields
- Reusable templates for buyers, sellers, and listings
- Document request checklists
Client Completes Everything
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.
- No login required for clients
- Forms and uploads in one place
- Mobile-friendly with camera capture
Everything Organized
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.
- Preview PDFs and images without downloading
- 95%+ document classification accuracy
- Create new checklist items from unrequested uploads
Everything Real Estate Agents Need
Built for busy agents who value their time
Drag & Drop Form Builder
Build custom intake forms in minutes. Text, email, phone, SSN, dropdowns - with built-in validation and conditional fields that appear based on earlier answers.
Fillable PDF Forms
Upload any PDF. Intake detects existing form fields or lets you place your own. Add signature fields. Clients fill and sign in the browser.
AI Document Classification
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.
Automated Reminders
Set it and forget it. Clients get gentle email reminders until everything is complete.
Mobile-Friendly Portal
Clients fill forms and upload documents from any device. Snap photos directly from their phone.
API & AI Agent Ready
REST API, webhooks, and native MCP server. Let Claude, GPT, or your custom agent manage the entire intake workflow programmatically.
Your Brand, Front & Center
Add your logo and brand colors. Clients see your brand on the portal and every email — not ours. Build trust from the first click.
Bank-Level Security
256-bit encryption protects your clients' sensitive documents and information in transit and at rest.
In-Browser Document Preview
Preview PDFs, images, and signed documents right in your browser. No downloading needed — review everything in one place.
Simple, Transparent Pricing
One plan. Everything included. No surprises.
Professional
or $190/year — 2 months free
- Unlimited requests
- Unlimited clients
- Custom form builder
- Fillable PDF forms & e-signatures
- AI document classification
- In-browser document preview
- Deal & multi-party management
- Automated email reminders
- Branded client portal & emails
- Reusable templates
- REST API, webhooks & MCP server
Free for up to 10 clients. Set up in 2 minutes. No credit card.
Frequently Asked Questions
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. A Certificate of Completion with the audit trail (signer, IP, timestamp, signature hashes) is appended to every signed PDF, and clients can download their signed copy from the portal.
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 10 clients. When you need more, upgrade to our Professional plan at $19/month for unlimited clients and all features.
Don't Let Paperwork Kill Your Deal
Your clients have the documents. Set up Intake in 2 minutes and send your first request today.
Send Your First Request Free10 clients free forever. No credit card.