Buying or Selling a Home? How myDox Can Simplify the Paperwork - myDox

Buying or selling a home is exciting—but let’s be honest, the paperwork? Not so much.

From pre-approvals and appraisals to closing disclosures, inspection reports, and title transfers, the amount of documents flying around during a real estate transaction can feel like a full-time job.

Whether you’re on the buying or selling side, keeping everything organized and easily accessible is key to staying sane (and on schedule). That’s where myDox comes in. It simplifies the entire process by giving you one secure place to store, manage, and share your documents.

Here’s how myDox helps you get through the home buying or selling process without drowning in paperwork.

1. Store All Real Estate Documents in One Secure Place

Real estate deals generate a mountain of paperwork. From the moment you start working with a realtor or lender, documents start piling up.

Documents Buyers Should Store in myDox:

• Pre-approval letters
• Purchase agreements
• Inspection reports
• Closing disclosures
• Homeowners insurance policy
• Mortgage and loan agreements

Documents Sellers Should Store in myDox:

•  Title and deed
• Previous inspections and appraisals
• Renovation and repair records
• Real estate listing agreement
• Buyer offers and negotiation records

Pro Tip: Use folders in myDox to organize by stage—“Pre-Approval,” “Offer Accepted,” “Closing Docs,” etc. That way, you’re not scrolling endlessly when you need to find something fast.

2. Instantly Share Files with Realtors, Lenders, and Attorneys

The last thing you want when under contract is to delay the process because someone can’t find the right document. With myDox, you can:

• Share any document securely with your realtor, mortgage broker, escrow officer, or attorney
• Send files via protected links or PIN codes (no attachments required)
• Revoke access anytime when the transaction is complete

Example: Your lender needs a signed purchase agreement ASAP. Instead of digging through your inbox or printing it again, you open myDox, copy the secure link, and send it over in seconds.

3. Keep Track of Home Improvement Records for Sellers

Buyers love seeing a well-maintained home—and they love documentation even more. If you’re selling, storing home improvement records in myDox can:

• Justify your asking price
• Speed up the due diligence process
• Instill trust with buyers

Include before-and-after photos, contractor invoices, warranties, and inspection reports. It’s like a paper trail that proves your home’s value.

Example: A buyer asks for proof of your new roof. You open myDox, pull up the invoice and warranty, and send it before the open house is over.

4. Simplify Your Closing Day

Closing is a big day—and also one with a massive stack of paperwork. Instead of juggling physical copies, use myDox to:

• Store all your signed documents electronically
• Upload ID verification, wire instructions, and other sensitive info securely
• Keep everything in one place in case questions arise post-closing

Example: A few months after closing, the bank asks for a copy of your closing disclosure. It’s already saved in your myDox “Closing Docs” folder—no need to dig through boxes or email chains.

5. Stay Organized After the Sale or Purchase

Buying or selling a home isn’t the end—it’s the beginning of new responsibilities. myDox helps you stay organized long after the deal is done by giving you a place to store:

• Homeowners insurance policies
• Property tax records
• Maintenance logs
• Home warranties
• New mortgage statements

Pro Tip: Set reminders in myDox to revisit and update documents yearly—especially insurance and tax-related info.

Final Thoughts: Make Home Transactions Smoother with myDox

Real estate deals are fast-paced and full of moving parts. Keeping your documents organized and accessible can make all the difference between a smooth transaction and a stressful one.

With myDox, you can:

• Store everything in one secure location
• Share documents instantly with the right people
• Stay organized before, during, and after closing
• Protect sensitive information with best-in-class security

Whether you’re buying your dream home or selling your current one, myDox helps you simplify the paperwork—so you can focus on what matters most.