One folder per lead.
Every one of the lead’s papers in its folder, not scattered across email. You search by name and find it instantly.
Folder per lead
All the paperwork in one place
Instant search
Antivirus scan on every doc.
Every document is scanned on upload (ClamAV). Nothing infected enters the brokerage’s operation.
Antivirus scan (ClamAV)
At upload time
Nothing infected gets through
Role-based sharing.
The lender sees theirs, the attorney theirs, the agent theirs. You share by role, without loose forwards.
Access by role
Each one sees their own
Granular permissions
GDPR compliance.
Deletion and export requests resolved from the panel. When the broker audits, the answer is already there.
GDPR deletion requests
Traceable deletion
Data subject export
Any given Tuesday
The same folder, two responsibilities.
01
You define access
You decide which role sees which document. Nothing is over-shared.
02
You audit without fear
Every document scanned and with traceability of who viewed it.
03
You meet GDPR
Deletion and export requests, resolved from the panel.
Launching · Florida 2026
Want to see it with your operation?
15 minutes, no slide deck: your brokerage inside Galilei, with your questions driving.
Book a demo 14-day trial at launch