Corporate Housing Demo

Collect client documents securely without chasing email attachments

Create structured document requests, send secure access links, and route uploaded files into your internal systems automatically.

Secure client intake Tokenized upload links Internal routing
Request This System Back to Services
Secure Intake

Send one clean upload flow instead of chasing attachments

Operations teams can request the exact documents they need, give the client a simple no-login upload experience, and keep files out of scattered email threads.

Portal access One-time secure link
Upload status 3 of 4 files received
Processing Verification in progress
Destination FileMaker + CRM intake

1. Document request creation

Request draft
Client Name Melissa Grant
Client Email melissa.grant@example.com
Requested Documents ID, signed lease, income proof, pet records
Notes Please upload before move-in review on April 11.
Government ID Signed lease Income proof Pet records

2. Secure link generation

Link ready
Generate Upload Link

Tokenized link preview:

/upload/secure/abc123xyz

Secure Encrypted One-time access

3. Client upload portal preview

No login required
Drag and drop files here

Or browse from device

drivers-license.pdf

Uploaded

signed-lease.pdf

Processing

income-verification.pdf

Uploaded

Submit Documents Simple client experience

4. File processing & verification

Activity tracked
drivers-license.pdf

Received • Verified • 10:14 AM

signed-lease.pdf

Received • Processing • 10:16 AM

income-verification.pdf

Received • Verified • 10:17 AM

pet-records.pdf

Missing • Reminder eligible • 10:18 AM

10:12 AM - Upload link delivered to client

10:14 AM - First file received

10:18 AM - Missing document flag created

5. System integration panel

Auto routing enabled
Upload
Processing
JSON
FileMaker / CRM

Data automatically routed into internal systems

Once files are received and verified, metadata and processing results can be pushed into FileMaker, CRM records, or downstream intake workflows through the same structured pipeline.

How this helps

Operations teams get a cleaner document intake workflow, fewer attachment-related delays, and a clearer record of what the client has submitted.

Best fit

Corporate housing teams collecting IDs, lease documents, proof of income, claim paperwork, or onboarding files during intake and placement workflows.