For Real Estate Teams

Organize repair proof, vendor records, and property files before closing.

Track repair quotes, inspection follow-ups, vendor documentation, and transaction-ready property files. Move faster from listing to closing.

A real estate agent reviewing property documents
Sound familiar?

The closing-week scrambles you should never repeat.

If any of these have stalled a deal in the last 90 days, KeepCert was built for real estate teams like yours.

A buyer asks for repair documentation 2 days before closing and you're scrambling
An inspection list has 12 items and you can't find proof that any of them were completed
A property has 3 photos in your phone, 5 in your email, and 12 in a Google folder
A preferred contractor's documents are in a spreadsheet from a deal you closed 3 months ago
A seller asks for proof that a repair was completed and the receipt is in someone's text thread
You're spending more time hunting for property documents than showing properties
Built for real estate

Property files, repair proof, and vendor records , transaction-ready.

Property transaction files

Each property has its own file hub: photos, repair documentation, vendor records, inspection follow-ups, closing documents.

Repair documentation tracking

Attach receipts, invoices, photos, and contractor proof to every repair item. Inspector follow-ups never fall through.

Preferred vendor database

Maintain a master list of vetted contractors with current documents, approval status, and historical work.

Inspection item resolution

Track every inspection item with the vendor who fixed it, the date, the receipt, and the proof of completion.

Buyer/seller-ready reports

Generate clean property documentation reports for buyers, sellers, transaction teams, or attorneys.

Vendor proof of work

Attach photos and receipts to every vendor visit. Verifiable documentation when buyers or sellers ask.

How teams use it

Three workflows you'll run every week.

Workflow 1

Inspection follow-up

  1. 1Inspection report has 8 repair items
  2. 2Realtor assigns each item to the appropriate contractor in KeepCert
  3. 3As contractors complete work, they upload before/after photos and receipts
  4. 4Realtor reviews completion in real-time and shares proof with buyer's agent
Workflow 2

Pre-closing documentation

  1. 1Closing is 5 days away
  2. 2Buyer's attorney asks for proof of all completed repairs
  3. 3Realtor generates a property documentation report from KeepCert
  4. 4Closing proceeds without delays , every receipt, photo, and contractor proof is included
Workflow 3

Building a preferred vendor list

  1. 1Realtor closes a deal and adds the contractor who handled repairs to their preferred list
  2. 2Contractor's documents (W-9, license, insurance) are stored
  3. 3Next listing requires a similar contractor
  4. 4Realtor pulls from preferred list, contractor is already vetted, work starts immediately
A look inside

From listing to closing in one organized view.

Inspection-to-closing workflow

Every repair item, contractor, and proof-of-work tracked from inspection day to the closing table.

  1. Inspection report uploaded
    PDF parsed; items become tasks per property.
  2. Items assigned to vetted contractors
    Pull from your preferred list with vetted documents.
  3. Repairs completed with photo proof
    Before/after photos and receipts attach to each task.
  4. Buyer/seller report generated
    Clean PDF for attorneys, buyers, and transaction teams.
Inspection items become tasks, contractors complete the work with photo proof, and a buyer/seller report ships clean before closing.

Preferred contractors

Each vendor's W-9, license, and insurance carry across every transaction your team handles.

  • Plumbing Contractor
    Vetted
    Brightline Plumbing Co.
    License #PL-22118 · Hartford GL
    All docs current · Aug 14
  • HVAC Tech
    8 days left
    Crestline Mechanical
    License #HV-08842 · State Fund WC
    Insurance renews in 8 days
  • General Handyman
    Vetted
    Sunset Home Services
    Bonded · Travelers GL · W-9 on file
    All docs current · Oct 22
  • Electrician
    Vetted
    Bedrock Electrical Services
    License #EC-44192 · Hartford GL
    All docs current · Jul 09
Your preferred contractor list , vetted W-9s, licenses, and insurance carry across every deal.
FAQ

Common questions

Is KeepCert built for individual realtors or brokerages?
Both. Pro plan works for individual realtors and small teams. Elite plan supports brokerages with multiple agents and shared vendor databases.
Can I share property files with clients?
Yes. Generate clean property reports or share secure verification links. Clients see only what you choose to share.
How do I track repair items from inspection reports?
Add inspection items as tasks per property. Assign each to a contractor. Track progress through the workflow with photos, receipts, and completion proof.
Can I keep a preferred contractor list across multiple deals?
Yes. Vendors are tracked at the team level with their documents and approval status. They carry across all your transactions.
What documents does KeepCert track for vendors?
COI, W-9, license, insurance, and any custom documents you require. Each contractor's profile shows current status and historical work.
Does KeepCert integrate with my MLS or CRM?
Currently no direct MLS or CRM integrations. KeepCert handles document storage, vendor management, and compliance , areas your CRM and MLS typically don't cover.
What if my brokerage already has shared documents stored somewhere?
Most brokerages use a mix of email, Drive, Dropbox, and texts. KeepCert centralizes those files into property-specific hubs that anyone on your team can access.
What's included in the free trial?
Full Pro access for 14 days. Add properties, vendors, repair documentation, and use the platform fully during the trial.

Move faster from listing to closing.

KeepCert gives real estate teams a single platform for property documentation, vendor records, and transaction-ready files , so closings happen on time.