Plain-language resources to help you prepare, organize, and share the documents your customers request.
A practical starting list of the documents GCs commonly request.
Read guide →The core packet, what is conditional, and what should remain private.
Read guide →A simple system for files, dates, renewals, and share links.
Read guide →What to track around COIs and why expiration dates are only part of the picture.
Read guide →How prequalification differs from simply sending a packet.
Read guide →Trade-specific starting points for electrical, HVAC, plumbing, roofing, and more.
Read guide →