Corral
Questions, answered.
Can't find yours? Email hello@corraldocs.com and a real person will write back.
Getting started
What is Corral, in one sentence?
You list the documents you need, send your client one link, and Corral collects every file, shows both of you what's still missing, and reminds them until it's done.
How long does setup take?
A couple of minutes. Pick a starter checklist, type your client's name and email, and send. Or copy the link and share it yourself.
I'm not a real estate agent. Is Corral for me?
Yes. Corral started with agents, but it works for anyone collecting documents from people: property managers, loan officers, tax preparers, bookkeepers, law offices, and more. There are ready-made lists for each, and you can write your own.
Can I change the checklist for one client?
Yes. Add, remove, or rename items on any packet. Editing a saved template never changes packets you've already sent.
Your clients
Does my client need an account or password?
No. They open your link and type a one-time code we send to their phone or email. Nothing to sign up for, nothing to forget.
Do they need to install an app?
No. It runs in the web browser on their phone or computer.
What if my client isn't good with technology?
The page shows one list with one button per document. Each one shows a short example of what to send, so most people finish without any help.
Will they get reminders?
Yes, a few friendly nudges spread over a couple of weeks, only during the day, and never more than one a day. Reminders name only what's still missing and stop the moment the packet is complete.
Can my clients use Corral in Spanish?
Yes, on every plan. Clients can switch their upload page and reminders to Spanish.
How do my clients get the request?
By email, or you copy the link and send it yourself. Their sign-in codes and reminders come by email too.
Files
What kinds of files can clients send?
PDFs, photos (including iPhone photos), and Word, Excel, or PowerPoint files. You can mark any item as "PDF only," and photos for that item are combined into one PDF for you.
What if they send the wrong document?
Send that item back with a short note. Your client gets a reminder for just that one.
How do I get the files out?
Download one file at a time, or everything in a packet as a single zip, named and sorted by checklist item.
How long are files kept?
Until 90 days after you close a packet. Then they're deleted for good, so download anything you need to keep.
Pricing
Is there a free plan?
Yes. Every new account starts with 10 days of every paid feature, with no card needed. After that, Free lets you run one packet at a time, with reminders and Spanish client pages included. See pricing for paid plans.
What's the Tax Season Pass?
One payment covers January 15 to April 30. It never renews, so there's nothing to remember to cancel.
Do my clients ever pay?
Never. Your clients don't pay or sign up for anything.
Security and privacy
Is this safer than email?
Yes. Email attachments sit in inboxes forever. Corral files are encrypted, sit behind a one-time code, and are deleted on a schedule.
Who can see my clients' files?
You, and the client who uploaded them. We never sell your data. Read more on our security page.
Stop chasing paperwork. Send one link.
Try everything free for 10 days. No card needed, and your client never makes an account.