How Document Collection Works
Simple, secure, professional document submission that feels like a full-time ops team
Secure Upload
Bank-level encryption protects borrower documents from upload through final disposition. Complete security without complexity or consumer file-sharing workarounds.
Mobile-Friendly Interface
Borrowers can upload documents from any device. A simple, guided interface works on phones, tablets, and computers without training.
Document Checklist
Clear checklists show borrowers exactly what documents are needed and what has already been received, reducing confusion and back-and-forth.
Real-Time Notifications
Instant notifications when borrowers upload documents — and instant acknowledgements for borrowers — so nobody is left wondering what happened.
Better Experience for Everyone
Eliminate Email Attachments
No more sifting through hundreds of emails looking for the latest bank statement. All documents in one secure, organized location with a clear record of what arrived when.
Improve Borrower Experience
Clear instructions, simple uploads, instant confirmation. Borrowers know exactly what is needed, what is still outstanding, and that their broker is on top of every request.
Maintain Professional Brand
Portals branded with your company name and logo. Professional experience that reinforces your brand and makes you look like a firm with a full-time operations team, even if you're lean.
Ensure Compliance
Complete audit trails of every document submission. Secure storage and access controls meet regulatory requirements and make audits easier.