Property transactions run on documentation — from the vendor statement before exchange through to settlement day. FileRequest sends vendors and purchasers a secure, branded portal to upload exactly what you need, when you need it. Nothing gets lost. Nothing arrives late by email.
A missing council certificate, an unsigned vendor statement, or a late CGT clearance certificate can delay or crash a settlement. FileRequest sends vendors a complete checklist well before the deadline — with automatic reminders that don’t stop until everything is received.
Passport copies, driver licences, and proof of address sent as email attachments create compliance exposure. FileRequest provides a token-secured portal — encrypted upload, Australian data storage, and only the intended recipient can access their portal.
Vendor matters, purchaser matters, and transfers all require different document sets. Build a template for each matter type and send the right checklist to each client instantly. Automatic reminders handle the follow-up.
Collect council certificates, title documents, owners corporation certificates, building permits, and all materials required to prepare the vendor statement — from vendors through a structured checklist portal.
With the ATO requiring all vendors to provide a clearance certificate before settlement or face a 15% withholding, FileRequest makes it easy for vendors to upload their certificate as soon as it’s issued — with automatic reminders if it hasn’t arrived.
Collect certified copies of passports, driver licences, and proof of address from vendors and purchasers through a secure, encrypted portal that requires no Google account.
Build separate document checklists for vendor matters, purchaser matters, transfers, and off-the-plan purchases. Send the right template to each client in one click.
All client identity documents, title records, and settlement materials are stored in Sydney, Australia (AWS ap-southeast-2). Compliant with the Australian Privacy Act 1988 and appropriate for the sensitivity of property transaction documents.
Portals carry your firm name, logo, and colours. Vendors and purchasers — often stressed by the largest financial transaction of their lives — see a professional, trustworthy experience that reflects the standard of your practice.
FileRequest works for any professional services firm that collects documents from clients. See how it compares to ContentSnare, UseCollect, and FileInvite.
Vendor statement requirements, identity documents, CGT clearance certificate, council and water certificates. Save as a template by matter type.
Each client receives a branded email with a unique secure link to their portal. No login, no app, no confusion.
Automatic reminders go out until everything is submitted. You see real-time status of every matter’s outstanding documents from one dashboard.
Every document is collected, organised, and downloadable. Files sync to Google Drive or OneDrive automatically — organised by matter and client name.
Yes. FileRequest is ideal for collecting the documents required to prepare a vendor statement — council certificates, title documents, owners corporation certificates, building permits, and any special condition supporting materials. Build a checklist for each matter type, send a personalised portal to the vendor, and receive an organised submission rather than scattered email attachments. Automatic reminders ensure documents arrive before your preparation deadline.
CGT clearance certificates are required from all vendors before settlement — without one, the purchaser must withhold 15% of the sale price. FileRequest sends the vendor a portal with a specific upload field for their clearance certificate, with automatic reminders until it is received. Because the certificate can take up to 28 days to issue, sending this request early through FileRequest — with reminders — significantly reduces the risk of a last-minute scramble before settlement.
Yes. FileRequest uses token-based portal access — each client receives a unique link that only they can use. All files are encrypted in transit and at rest. Data is stored in Sydney, Australia (AWS ap-southeast-2) in compliance with the Australian Privacy Act 1988. Passport copies, driver licences, and proof of address are handled with the security appropriate for identity verification in property transactions.
Yes. You can send separate portals to both the vendor and the purchaser simultaneously, each with their own document checklist. Both portals appear in your FileRequest dashboard — you see the real-time status of each party’s outstanding documents from one view.
Yes. FileRequest supports unlimited templates. Build a specific checklist for off-the-plan purchases — which may require sunset clause documents, developer disclosure statements, and body corporate records — and save it as a separate template. The same applies to strata matters, commercial transfers, and any other matter type with specific document requirements.
Missing documents are the most common cause of settlement delays and crashes. FileRequest sends vendors and purchasers an automatic reminder schedule from the moment their portal is sent — for example, seven days after sending, three days before the settlement deadline, and the day before. Reminders stop automatically when the client submits. You see real-time status of every outstanding document across all your active matters in one dashboard, so you can identify and address gaps well before settlement day.
Set up in under 10 minutes. Your first request out the door today.