BrokerDrive keeps every document with its deal. Upload and label files, ask clients for documents, see which ones the checklist still needs, sign with BrokerDrive's own e-sign or your own, keep track of new versions, and store the signed package.
What it does
Upload and label
Drop files onto the deal and tag what each one is, and the checklist updates on its own.
See what the checklist needs
The checklist knows which documents are required and shows what's still missing at a glance.
Ask clients for documents
Send a secure link. The client uploads without making an account, and the file stays private until you attach it.
Sign your way
- Print and sign by hand
- Sign right in BrokerDrive
- Or use DocuSign or Dropbox Sign
New versions and storage
Counter-offers and changes replace the old version, and signed documents are stored and kept with the deal.
Who sees what
Broker view
A complete, stored set of documents for every file — ready to review without digging through email.
Agent view
Ask for, collect, and sign documents without leaving the deal.
Client view
A simple, secure upload link — no account, no hassle.
Why it matters
Documents spread across inboxes and drives are a compliance risk. Keep them on the deal, and the closing file is complete from the start.
Frequently asked questions
- Do clients need an account to upload a document?
- No. The request is a secure link. The client uploads straight away, and the file stays private until you attach it.
- Can we use the e-sign tool we already have?
- Yes. BrokerDrive has its own e-sign, and it also works with DocuSign and Dropbox Sign.
- What happens to the old version when a document is replaced?
- The new version takes over. The old one is kept in the history, not deleted.