Free
$0
Personal vault, core checklist, secure sharing.
Start FreeStart with a personal vault and readiness checklist. Upgrade when you need automation, expanded storage, or professional workflows.
$0
Personal vault, core checklist, secure sharing.
Start Free$12/mo
AI categorization, OCR, expanded storage, controls.
Go Pro$29/seat
Client readiness, invite flows, package access.
For AgentsCustom
Intake templates, audit logs, package review.
ContactWe never sell your documents or extracted document data.
Professionals can be invited into the workflow, but the buyer owns the workspace, the documents, and the decision to share.
They stay in your buyer-owned workspace. You decide what to share and when access ends.
Yes. Share links are designed to be visible, time-limited, and reversible.
The product direction is buyer-owned data, which includes practical export controls.
Agent and lender portals are planned for professional teams that respect buyer-approved access.