Document collection for real estate agent and brokerage clients

Agents are paid in lumpy commissions and spend on marketing, MLS dues and mileage all year. DocNag gives each client one checklist link, uploadable from a phone with no account, and reminds them until the month is documented.

Start free with this checklist   See it in action, no signup

A starting checklist

• Bank and credit card statements
• Commission statements or closing disclosures
• Brokerage fee and desk fee invoices
• MLS, association and license dues
• Marketing and advertising receipts
• Mileage log for showings
• Client gift and entertainment receipts
• Estimated tax payment confirmations

Commission income arrives net of brokerage fees, so the books stall until each closing statement is in, and the mileage log is often the largest deduction. Edit the list to fit each client, or build one without signing up in the checklist builder.

How it works

1. Send the client one private link.
2. They upload each item from a phone, with no account or password.
3. DocNag reminds them about what is missing and tells you when files arrive.

Free for 3 active requests, no card. $19/month for 25, $39/month for 100. About DocNag · Pricing

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