Cleaner broker and transaction coordinator handoffs
For real estate agents, brokers, and transaction coordinators
Save Gmail attachments to the right transaction folder faster.
AttachDock helps real estate teams find documents buried in Gmail threads, reveal the source email, and save or archive files to Drive without opening every message one by one.
Agents, brokers, transaction coordinators, broker admins, and small real estate teams
- Purchase agreements and addenda
- Seller disclosures and agency forms
- Inspection reports and repair invoices
- Escrow, title, and closing documents
Security and compliance fit
Security-conscious handling for transaction records.
Real estate teams handle signed contracts, IDs, disclosures, repair invoices, and closing documents in Gmail. AttachDock helps file selected copies into Drive while preserving email context and avoiding ordinary Gmail attachment storage on AttachDock servers.
- CASA Tier 2 security assessment completed for the Google OAuth app, with validation performed by TAC Security through the App Defense Alliance CASA program
- Your Gmail messages stay in Gmail. Saved files and archives go to Drive. AttachDock does not store Gmail attachment files on AttachDock servers in ordinary workflows
- Source-email traceability for broker review, transaction documentation, and client file cleanup
Workflow example
From chaotic client threads to clean escrow folders
Maya is a high-volume agent working with a transaction coordinator. Her deals create purchase agreements, disclosures, inspection reports, repair requests, addenda, title docs, and closing paperwork across multiple Gmail threads.
The pain
The hard part is confidence. A signed addendum may be in one reply, an inspection report in another, and a lender letter in a forwarded message. Without context, the team can waste time or file the wrong version.
What changes
Maya's team gets a cleaner escrow folder and fewer status questions about whether the right file was saved.
The AttachDock workflow
- Open the buyer, property, escrow, or disclosure thread inside Gmail.
- Review PDFs, images, docs, and forms in the AttachDock workspace.
- Filter signature clutter so actual transaction documents are easier to see.
- Preview the file and reveal the source email before saving it.
- Save copies to the Drive escrow folder or export a ZIP for broker review.
Better version confidence for signed forms and revised docs
Source-email context when a document's origin matters
Daily workflow
When every deal has another disclosure, addendum, or inspection PDF
- Collect signed disclosures, purchase agreements, inspection reports, title docs, IDs, and repair invoices.
- Answer escrow, lender, broker compliance, and client requests without hunting through long reply chains.
- Keep Drive transaction folders current while Gmail remains the conversation record.
Where the minutes come back
Small Gmail chores become one focused workflow.
Transaction-thread sweep
Open the deal thread or selected Gmail rows and review the full attachment set in one dock.
Source-email check
Click a document to confirm who sent it, when it arrived, and what the email said before filing.
Drive folder handoff
Choose the transaction folder, reuse saved destinations, and Save to Drive or archive the record.
Cost vs. saved time
18 minutes a day can cover the tool many times over.
This model uses 22 workdays per month and values the time at $65/hour. It is a directional planning model, not a guarantee.
Saved time6.6 hrs/mo
AttachDock Business$49/mo
Modeled net value$380/mo
Break-even is about 46 minutes saved per month at this hourly value. The annualized modeled net is $4,560.
How AttachDock fits
A cleaner transaction folder without another transaction platform.
AttachDock sits inside Gmail and sends copies to Google Drive, so your team can keep using the inbox and folders they already trust.
For finished transactions, create a structured Gmail archive with message pages, attachments, headers, and source artifacts when Gmail provides them.
Example workflow
Before a broker compliance review
Search the property address, select the relevant conversations, filter to PDFs and docs, reveal source emails for anything questionable, then save the final set to the transaction folder.
Related workflows