DocDrop

DocDrop gives a transaction its own email address. When contacts send documents to that address, attachments are filed into the transaction.

How it works

Each transaction can have a DocDrop email address. When the address is available, use Copy DocDrop on the transaction overview to copy it.

1. Copy the DocDrop email address
2. Share it with your contacts — agents, lenders, title companies, inspectors
3. When they email documents to that address, the attachments are saved to that transaction

If no address exists yet, create one from the transaction's DocDrop management area.

Why this is useful

Instead of asking contacts to upload to a portal or send files to your personal email (where they get buried), just give them the DocDrop address. Documents arrive exactly where they need to be — organized in the right transaction.

This is especially handy for:

• Lenders sending pre-approval letters or loan documents
• Title companies sending title commitments and closing statements
• Inspectors sending inspection reports
• Agents forwarding signed documents

Tracking activity

The DocDrop management area shows:

• Email address status
• Emails received
• Documents received
• Last email received
• Created, deactivated, and expired states

Configuration

You can control how the address behaves:

• Accept or stop document uploads
• Accept or reject general emails
• Set the maximum attachment size, up to 50MB
• Auto-notify participants
• Forward incoming email to an agent address
• Forward to client contacts with Receive Updates enabled
• Require sender validation
• Allow specific sender domains
• Block specific senders
• Set expiration and auto-renew behavior
• Regenerate, activate, or deactivate the address

Tips

• The DocDrop email address is unique per transaction, so documents always land in the right place
• Multiple attachments in a single email are each saved as separate documents
• Deactivate the address when you no longer want it accepting incoming mail