For estate agents, property management & financial advisory

Request customer proof. Without open email attachments.

Income statements, self-declarations, identity documents, and damage reports are sent via your fixed SchlüsselBot link — without a customer account and without permanently readable files in the email thread.

The moment of trust

It is often the most sensitive documents that are requested via the weakest channel.

01
Customers send ID documents and pay slips by email

The documents remain permanently readable across multiple providers, devices, and backups.

02
Each action requires the same declaration

“Please send as ZIP, password separately” often causes follow-up questions and rarely separates channels in practice.

03
Representation duplicates files

Forwarding creates copies. A shared secure entry point instead makes the process directly accessible.

How it fits into the advisory process

Send postbox link, receive documents, continue work professionally.

1

Structure by process

Create your own secure inboxes for rental applications, financing, damage reports or contract documents.

2

Share the link

Website, signature, brochure, appointment email, or personal chat. Customers do not need registration.

3

Edit selectively

New submissions appear live. In the team, only approved persons have access.

Specific use cases

A secure entry for every document package.

Less friction: The customer sees a clear, brand-consistent page and only needs to select the file or message. This reduces the barrier compared to a full customer portal.

Real Estate & Rental

Consolidate self-declaration, income proof and identity documents via a designated link.

Insurance & claims

Receive damage images, evidence and confidential contract information outside the open email thread.

Financial advisory

Securely request account, income, and asset documents without introducing a large customer portal.

Property management

Organise tenant, owner or service provider documents in separate inboxes.

Check

Short lifespan instead of permanent email copy.

Browser-side encryption

The content is encrypted before transmission; the exact provider opacity depends transparently on the selected mode.

One-time access

The message deletes itself after being read. Open direct messages can be withdrawn by registered senders prior to delivery.

Team rights

Business shares secure inboxes with everyone or selected individuals. Access ends immediately upon removal.

SchlüsselBot protects the transmission. Regulatory advice, identification, professional review, and permanent documentation of your business process remain within your existing systems and responsibilities. Read security model

Frequently asked

Briefly answered

Can I publish the link on my website?

Yes. Secure inbox links are intended for websites, email signatures, or QR codes. Abuse protection and per-secure inbox configurable reception capacity remain active.

Is the content automatically archived afterwards?

No. After the one-time retrieval, you save required documents in your case management system. SchlüsselBot is intentionally not a long-term archive.

What is the maximum file size?

Pro supports 50 MB, Business 100 MB per message. Free direct send allows 2 MB.

Trust begins with the path you take to request documents.

Give customers a simple link – and sensitive files a short, controlled path.