One link per client. Every document they need, right there.
Buyers are juggling inspection reports, disclosure packages, and mortgage documents across email threads and Drive links. Sellers lose track of what has been signed and what is outstanding. Droplana gives each buyer or seller their own private portal - every document in one place, accessible any time, with a clear record of what has been approved.
One portal per client
Each buyer and seller gets their own private link. Their documents, their updates, their approvals - isolated from every other client on your books.
Documents that do not get buried
Share the inspection report, the disclosure package, the title documents. They are in the portal, not buried in a ten-day email thread.
Clear sign-off on key documents
Mark documents as awaiting approval. Clients review and approve in their portal. You have a record - not a reply that says "yep all good."
Clients can upload documents back
Collect proof of funds, mortgage approvals, ID documents - all in the same portal, without managing email attachments. Proof-of-funds and ID documents stay encrypted per client - see our security setup for how.
No account or app needed
Clients open a link. Verify their email once. Done. No drive permissions, no Dropbox sign-up, no new account to manage.
The real estate document problem
A property transaction involves dozens of documents moving between multiple parties. The agent is the hub. Buyers are receiving inspection reports, disclosures, and contract revisions. Sellers are signing off on offers and reviewing counteroffers.
Without a system, this runs through email. Each party forwards documents to their lawyer, their spouse, their financial adviser. Versions diverge. The agent does not know which documents have been read and which are still outstanding.
A dedicated portal per client does not replace your CRM or your transaction management system - it gives each party one private place to find every document that is relevant to them. They always know where to look. You always know what has been seen. For the full picture on what a client portal is and how to evaluate one, see our client portal guide.
How real estate agents use Droplana
Buyers
Open a portal when you take on a new buyer. As properties emerge, upload relevant listing documents, disclosure packages, and inspection reports to their portal. When they make an offer, the contract lives there too.
The buyer can upload documents back to you - proof of pre-approval, ID verification, anything needed for the transaction. Everything is in one place instead of scattered over email and text.
Sellers
Create a portal at listing time. Upload listing agreement, photographs, marketing materials, and offers as they come in. The seller sees what is in their portal when they want to check - without calling you.
When it is time to sign off on an offer, upload it to the portal and mark it for approval. The seller reviews and approves. You have a clear record.
After closing
Portals do not expire. A client who buys a home through you can return to their portal years later for documents they need - property disclosure, inspection report, title documents. You have one fewer "can you resend that old document?" call to deal with.
Common document types
- Property information packs and disclosure forms
- Inspection reports and condition reports
- Mortgage and financing documents (received from client)
- Purchase and sale agreements and addenda
- Title documents
- Completed offer letters
- Listing photographs and floor plans
Check our simple pricing (or start free)
Free
€0
- 3 clients
- 2 GB storage
- 100 MB max file size
- Max 90 day file retention
- No team invites - owner only
- Custom slug with random suffix
Solo
€19/mo+ tax
€190/yr+ tax
- Unlimited clients
- 50 GB storage
- 1 GB max file size
- Unlimited file retention
- No team invites - owner only
- Fully custom slug
Practice
€49/mo+ tax
€490/yr+ tax
- Unlimited clients
- 250 GB storage
- 2 GB max file size
- Unlimited file retention
- 5 team members included
- Fully custom slug
- Countersigned DPA available
- Priority support
Studio
€99/mo+ tax
€990/yr+ tax
- Unlimited clients
- 1024 GB storage
- 5 GB max file size
- Unlimited file retention
- 15 team members included
- Fully custom slug
- Countersigned DPA available
- Priority support
- Onboarding setup call
Storage levels and team seats scale with your plan.
Security, per-client encryption, isolation, in-browser PDF signing, and data export are the same on every plan.
No per-client fees. Tax calculated by Creem at checkout.
Compare with other tools
vs. DocSend
DocSend tracks who opened your proposal and how long they read it. Droplana is a two-way client document portal for ongoing file exchange. Different problems.
vs. WeTransfer
WeTransfer is built for one-off transfers with expiring links. Droplana gives each client a persistent portal for ongoing two-way document exchange.
vs. Assembly (Copilot)
Assembly, formerly Copilot, jumps from $39 to $149/mo the moment a second person joins. Droplana goes €19 to €49. Pricing verified 2026-08-18.
vs. HoneyBook
HoneyBook bundles contracts, invoicing, scheduling, and a portal. If you only need the portal, Droplana costs less and sets up in a few minutes.