With Guest Access, you can securely invite family members, contractors, or your RallyPro to contribute directly to your Loti Suite—adding inventory items, uploading documents, or sharing plans and schedules. Share & Export gives you the flexibility to send any stored document, photo, or record to anyone—like your CPA, insurer, or builder—without granting full account access.
Together, these tools make it easy to keep everyone on the same page while keeping your information organized, secure, and under your control.
Collaborate with ease and share with confidence
ACCESS, SHARING & EXPORTING
Invite family members to add personal inventory items—like clothing, collectibles, hobby equipment, and sporting goods—that only they can accurately document. This ensures your records are complete, organized, and reflect everyone’s unique belongings.
Family Collaboration
Give contractors access to share and review key project documents, such as blueprints, elevations, and window schedules during a rebuild. This keeps your construction team aligned and reduces delays caused by missing or outdated files.
Contractor Coordination
Share insurance submissions, receipts, and stored documents directly with your CPA without granting full account access. This streamlines tax reporting and ensures you have the right records at the right time.
CPA & Tax Prep
Allow your RallyPro to access your account for full-service claim management, storing all documentation in one place for transparency. You’ll be able to see exactly what’s been submitted and keep track of every step in your claim.
RallyPro Claim Management
Recovering Together
Guest Access and Share/Export aren’t just for active claims—they’re powerful tools for managing your entire recovery process and keeping your trusted people connected. They make it easy for your family to contribute their own inventory items, upload documentation, or track progress, ensuring nothing important is overlooked.
By keeping all communication, documents, and visuals in one secure, organized place, these features make collaboration simple and transparent—so everyone on your team stays informed, aligned, and engaged from start to finish.
ONE TEAM
Share any document, photo, or file directly from the Loti Suite without granting full account access.
ONE CLICK SHARE
Allow your RallyPro to manage claims more efficiently by centralizing all documents and communications.
RALLYPRO CLAIM MANAGEMENT
Provide your CPA or financial advisor with relevant insurance and expense records via sharing and exporting.
CPAS
Share construction plans, blueprints, and schedules to keep projects aligned and on track.
CONTRACTOR DOCS
Enable household members to add personal items like clothing, collectibles, or hobby gear for a complete inventory.
FAMILY INVENTORY
Grant controlled access to family members, contractors, CPAs, or RallyPros to view or contribute to your account.
SECURE INVITES
PRODUCT FEATURE SET
Invite and manage guests directly from your phone or tablet so collaboration can happen anytime, anywhere.
MOBILE FRIENDLY
Any updates, uploads, or edits by you or your guests appear instantly across all devices, ensuring everyone is always working with the latest information.
REAL TIME SYNC
Export stored files in common formats for easy use with insurers, contractors, or advisors.
EXPORT
Guest Access makes collaboration simple, secure, and transparent—keeping your family, contractors and RallyPros connected to the information they need without sacrificing control. Paired with flexible share and export tools, it ensures everyone stays informed and engaged throughout your recovery and beyond.
