For real estate agents and brokerages
LetterGuard gives every buyer and seller a private room for messages, documents and signatures. Pre-approvals and proof of funds stay out of email, disclosures get reviewed where the questions are asked, and your clients always know where to look.
The problem
A single transaction runs on dozens of documents and messages, and criminals know most of them travel by email.
The pre-approval came by email, the bank statement as a text photo, the HOA documents through a link. You rebuild the deal file every time someone asks for it.
Where’s the inspection report? Did the seller sign? Which disclosure is current? Answers get lost in long threads with buyers, sellers and other agents.
Bank statements and pre-approval letters carry account numbers and balances, and they sit in every inbox they were forwarded to.
Real estate fraud drew 9,359 complaints and $173.6 million in reported losses in 2024, often through hacked email and fake wiring instructions.Source: FBI IC3, 2024 Internet Crime Report
How it fits your week
Keep your transaction tools, MLS and CRM. LetterGuard handles the private documents and conversation with each client.
The outcome
A signed agreement and financial documents in one private place, ready when you write the first offer.
The outcome
A complete listing file before the photos are scheduled, with the seller’s paperwork in one thread.
The outcome
Fewer “where is that document?” calls, and clients who know how to spot a fake payment request.
The outcome
A clean file, dead links, and a record you can point to if a client asks how their documents were handled.
By client type
Every client room works the same way. What changes is the paperwork. Invite co-buyers, co-sellers or a client’s attorney to the same room when everyone needs the same documents.
Pre-approval letters, proof of funds, IDs, buyer representation agreements
Keep financial documents private from the first showing through closing.
Listing agreements, seller disclosures, HOA documents, payoff details
Collect the seller’s paperwork in one room and share updates as offers arrive.
Pre-approvals, gift letters, inspection reports
Give new buyers one simple place to find every document and ask every question.
IDs, employment letters, proof of funds, leases
Clients moving from out of town upload from a phone and follow along remotely.
Proof of funds, entity documents, leases, rent rolls
Collect entity and investment documents together, with a record of who downloaded each one.
Rental applications, IDs, income verification, leases
Keep applicants’ personal documents out of your inbox and send leases for signature in the room.
Proof of funds, non-disclosure agreements, offer documents
Share sensitive offers and financial documents only with the people who need them.
If your team trades sensitive documents with clients, a room works the same way. We’ll walk through it in a demo.
Book a demoWorks with how you work
There’s nothing to migrate and nothing to connect. LetterGuard works alongside the tools your brokerage already uses.
Contracts, compliance files, the MLS and your CRM stay where they are. LetterGuard is for the client’s private documents and conversation.
Keep email for everyday coordination with other agents. Clients get an email notice when there’s something new, and the notice never contains the message or the file.
Keep the calls and texts clients love. The documents and written answers go to the room, where they won’t get lost.
Protecting client information
The National Association of REALTORS® advises agents never to send wire instructions or personal financial information by email, to use a secure way to communicate with clients, and to verify wiring instructions by phone with an independently obtained number.
LetterGuard gives your team a private place for clients’ financial documents, and a record of how files were shared, while your phone verification steps stay in place.
LetterGuard doesn’t prevent fraud on its own or make your brokerage compliant with any law, license rule or association policy, and nothing here is legal advice.
Compare
| Question | Email attachments | Texted photos | LetterGuard |
|---|---|---|---|
| Where the deal conversation lives | Spread across each person’s inbox | On whoever’s phone got the text | One room per client, messages and files together |
| Who can open proof of funds | Anyone the email reaches or is forwarded to | Anyone with the phone | Room members who sign in with a code |
| Old copies | Copies stay in every inbox | Photos stay in camera rolls | Download links expire on their own |
| Who downloaded what | No record | No record | Recorded on every file, with the time |
| Agreements | Print, sign, scan, send | A photo of a signed page | Signed in the room, with the copy kept there |
| Risky file types | Depends on your filters | Not checked | Executables and macro files blocked |
| What the client needs | An inbox | A phone | An email address and a one-time code |
Upload it to a place only the buyer and your team can reach after signing in, instead of emailing or texting it. In LetterGuard, documents go into the buyer’s room, encrypted at rest, and you can see who downloaded each file, and when.
Tell clients early and often that wiring instructions never change by email, and to confirm any instructions by calling a number they already know. Keep financial details in a private room instead of email. LetterGuard helps with the second part; the phone call is still essential.
No. Keep your transaction tools, MLS and CRM. LetterGuard works alongside the tools you already use, with nothing to migrate. It’s the private room where you and your client talk and trade sensitive documents.
Yes. Send the agreement for signature in the client’s room. The client signs from a computer or phone, and the signed copy and its record stay in the room. Your state forms and brokerage policies still apply.
They enter their email address and type in the one-time code LetterGuard sends them. There’s nothing to install and no password to forget. Your staff sign in with two-factor login.
Yes. Every plan includes unlimited staff with role-based access, and clients are always free. Agents, assistants and transaction coordinators work from one inbox for every client room, so nobody has to forward a client’s documents to a teammate.
Pricing
Per office, not per seat.
Unlimited staff on every plan, and clients never pay. Plans start at $99/mo.
Also built for
Bring one real transaction to a short demo. We’ll show you how documents, agreements and updates would run in LetterGuard rooms for your team.
Book a demo