Document collection for landlord and rental property clients
Landlords have rent rolls, repair invoices and mortgage statements spread across several properties. DocNag gives each client one checklist link, uploadable from a phone with no account, and reminds them until every property is covered.
Start free with this checklist See it in action, no signup
A starting checklist
- Bank statements for each rental or operating account
- Rent roll or rent payment report by property
- Repair and maintenance invoices by property
- Mortgage statements (interest and escrow breakdown)
- Property tax and insurance statements
- Property manager monthly statements
- Utility bills paid by the owner
- Closing statements for any purchase or sale
Income and expenses have to be split by property, so a missing manager statement or repair invoice holds up the whole set of books. Edit the list to fit each client, or build one without signing up in the checklist builder.
How it works
- Send the client one private link.
- They upload each item from a phone, with no account or password.
- 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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