Getting started

Go to dash.rakolto.com and choose Continue with Google, or enter your email address. Email sign-in sends a one-time link and a 6-digit code. Both work once and expire after 15 minutes.

Rakolto is a paid product, so a new address is asked to pick a plan before the account is created. Practicing brokers can apply for a free place in the test program at https://www.preview.rakolto.com/testers.

Rakolto creates your Personal workspace when you sign up; there's nothing to set up.

The first setup step asks for your name and an optional display name. Borrower emails come from “<display name> via Rakolto”, so use the name your clients know you by: yours, or your brokerage's.

The second step connects Google Drive or OneDrive. Every document your borrowers send lands there. If you signed in with Google, your Google Drive is already connected and this step is done for you.

You can't use the app until both steps are complete. That's deliberate: without a drive there is nowhere for a borrower's upload to go.

1. Click New loan at the top of any page.
2. Enter your borrower and the documents you need.
3. Click Create loan & folder. Rakolto creates the folder, builds the checklist and emails your borrower the link.

From there, Rakolto sends reminders on its own and tells you as each document arrives.