What documents can I upload?
The ones that serve your real estate project: a certificate of location, invoices for work done on the property, the leases and notices of modification for a plex, a municipal tax bill, the condo documents or a promise to purchase already signed.
Do not upload any piece of identification, social insurance number, pay stub or bank statement. I do not need them for my work. The financial documents for a mortgage pre-approval go to the mortgage broker, and a piece of identification is verified in person.
Who sees my documents?
Me alone. They are stored in a folder in your name, in my Google Drive space, and are used solely for your project. The details, the retention period and your rights are in the privacy policy.