roofy
Post

Document requests

Ask for documents. Get them in one place.

Send one link asking for ID, pay slips, an employment letter or a reference. They upload from their phone, you accept or reject each file with a reason, and every step is tracked.
Start freeSee the flow

How a request works

  1. Step 1: Request documents

    Pick a pack or write your own items, set a due date and press Send. Each person gets their own request, so co-applicants never see each other’s files.

  2. Step 2: They get one email

    “Kwame Mensah asked you for 3 documents for Unit 4B. Due Fri 31 Oct.” No account is needed to upload, and emails never contain the documents.

  3. Step 3: They upload from their phone

    PDF, JPG, PNG or HEIC photos, several files per item. Password-protected PDFs and the wrong file types are caught before you see them.
    1. To do
    2. Submitted

  4. Step 4: You review each item

    Accept it as provided, mark it verified and record how you checked (a call to the employer, for example), or send it back with a reason.
    1. Ready to review
    2. In review
    3. Accepted
    4. Verified

  5. Step 5: They fix what’s missing

    They see the reason and upload a new version. The old one stays in the history with your note.
    1. Needs changes
    2. Submitted

  6. Step 6: Done

    When every required item is accepted, verified or waived, the request is complete and you can decide.
    Complete

Accept, verify or reject, always with a reason

Every decision names the person who made it. Roofy doesn’t verify documents or applicants.

Accepted means the file meets the request as provided. Verified means the reviewer also confirmed it with the source and recorded how, for example “Verified by Kwame Mensah · phone call”.

Sending something back always needs a reason. The person sees the reason and can upload a new file.

Reasons you can give

  • Unreadable or blurry
  • Pages or details missing
  • Not the document requested
  • Outside the date range
  • Document expired
  • Name doesn’t match
  • Doesn’t match application details
  • Screenshot or photo where an original was asked for
  • Question for the recipient
  • Other, with a message

Ready-made packs

Start from a pack and edit it. Document names follow the property’s country.
Rental application pack
ID, employment letter, 2 recent pay slips, and optionally a bank statement and a previous landlord reference
Employment verification
An employment letter dated within 30 days, or the last 2 pay slips
Self-employed
ID, a tax return or accountant’s letter, and 2–3 months of bank statements
Student with a guarantor
ID and an enrolment letter; the guarantor gets their own request
Housing voucher
ID and the voucher or subsidy award letter
Move-in
Renters insurance if required, signed house rules and an emergency contact
Buyer, ready to offer
ID, proof of funds and a mortgage pre-approval
Seller’s documents
Proof of ownership, the owner’s ID, disclosures and a utility bill

Tenants and buyers can send requests too, such as asking a landlord or seller for proof that they own the property.

Built in

Reminders, so you don’t chase

If the link isn’t opened in 2 days, 2 days before the due date, on the day, then every 3 days while it’s overdue. Never at night in their time zone.

Private by default

Each item is visible only to the people on that property, unit or deal. Files are encrypted and pages are watermarked with the viewer’s name.

Every view logged

The person who uploaded a file sees when it was viewed and by whom. Files from applications that don’t go ahead are deleted 30 days after the decision.

Fair and consistent

  • Ask every applicant for the same things. Roofy sends the same request to every applicant for a unit by default.
  • Write your criteria on the listing, so applicants see them before they apply.
  • In New York State and New York City, income from housing vouchers and other lawful sources counts like any other income.

Questions people ask

Do tenants need an account to upload?
No. They upload from the link in the email. To look at sensitive files they already sent, they enter a code we email them.
What if someone doesn’t have a document?
They can say so on the item and explain what they have instead, such as an offer letter for a new job. You can accept that, waive the item or ask for something else.
Is a “Verified” document checked by Roofy?
No. “Verified” means the person reviewing it confirmed it with the source, and the label says who and how. Roofy doesn’t run credit or background checks.
What happens to the files afterwards?
Files from an application that doesn’t go ahead are deleted 30 days after the decision. For a tenancy, they’re kept for the tenancy plus a year.
Can I request documents from a landlord or a seller?
Yes. Tenants and buyers can ask for proof of ownership before paying anything, one of the best ways to avoid a rental scam.

Stop chasing documents by email

Send one link, get everything in one place, and decide with a clear record.
Start freeVerifying employment