ReceivedUploads and email attachments return to the deal.
Mortgage document operations for Canadian brokers
Spend less time chasing documents. Prepare cleaner mortgage files.
IntakeDock helps brokers and brokerages collect, review, correct, and organize borrower documents before the file moves into existing LOS, CRM, and lender workflows.
Built for high-volume brokers, processors, and brokerage operations teams.
Mortgage document workflowOne view from intake to review
4 active12Received8Ready for review4Need attention
Secure uploadReceived
Email attachmentAssociated
Missing statementAttention
Corrected documentReady
Broker review remains the decision point.
Collection is only the first step
The real work starts after the files arrive.
Mortgage teams still need to understand what was received, which applicant and request it belongs to, what is usable, what needs correction, and what is ready for the next step.
Associated when clearClear evidence is associated with one applicant and request.
ComparedSupported documents and periods are reviewed together.
ReviewedMissing, inconsistent, or unclear evidence is surfaced.
PreparedApproved documents are organized for the next workflow.
One connected workflow
From document request to review-ready package.
Keep each step connected to the applicant, request, and deal.
Request
Send deal-specific document requests and reminders.
Receive
Accept secure uploads and attachments sent to the deal intake email.
Process
Check supported files and suggest the document type for broker review.
Associate
Associate clear evidence with the right applicant and request. Leave ambiguous documents unassigned for broker review.
Review
Show findings linked to the document, versions, and page-order issues.
Correct
Manage missing items, replacements, and resubmission history.
Prepare
Organize approved originals or create a combined PDF ordered by the document checklist.
Unclear matches stay with the broker.When the evidence is clear, IntakeDock associates the document with the right applicant and request. Ambiguous documents stay unassigned for broker review.
Document verification
Evidence-backed verification, built for broker review.
Compare supporting documents, see how key figures were calculated, and focus attention on missing or inconsistent information.
Explore verificationSalaried and hourly income
Compare supported employment documents and calculate evidence-based income figures.
Variable employment income
Review variable income evidence across supported periods and source documents.
Business-for-self income
Organize supported business and income evidence for broker review.
Down payment and source of funds
Reconcile supported funds evidence and highlight missing connections.
Rental income
Compare supported rental evidence and show transparent calculations.
Debt and liabilities
Organize documented obligations and surface items requiring review.
Verification findings support broker review. They do not approve documents or make lending decisions.
Built for the mortgage team
One workflow, two operating views.
For mortgage brokers
Spend less time sorting attachments.
Keep requests, uploads, email replies, attention items, and corrections connected to the file you are reviewing.
See the broker workflowFor brokerages
Create a consistent intake and review process.
Give brokers, processors, and operations leaders clearer visibility into missing evidence, correction loops, and file readiness.
See the brokerage workflowDesigned for sensitive documents
Security belongs inside the workflow.
IntakeDock uses private document storage, expiring access links, file scanning, access controls, separate brokerage workspaces, document version history, and activity records.
Security overviewPrivate document handlingAccess based on each team member's roleBroker-controlled reviewPIPEDA-aligned safeguards
Plans that fit the workflow
Start self-serve or choose a guided rollout.
Starter, Professional, and Growth are available for self-serve purchase. Guided setup and brokerage rollout support are available through sales.
StarterCAD $99/monthProfessionalCAD $149/monthGrowthCAD $249/monthBrokerageCustom
View pricingCommon questions
What mortgage teams ask first.
Does IntakeDock replace our LOS or CRM?
No. IntakeDock works alongside the systems your team already uses. It focuses on the document work that happens before a file moves forward: requests, uploads, email attachments, evidence review, corrections, and package preparation.
Can borrowers still send documents by email?
Yes. Borrowers can use secure upload links or reply by email. Deal-specific intake addresses keep email attachments inside the mortgage file so your team can process and review them with the rest of the evidence.
Does IntakeDock automatically file every document?
No. When the evidence is clear, IntakeDock associates the document with the right applicant and request. Ambiguous documents stay unassigned for broker review.
Who makes the final document decision?
Your brokers and processors do. IntakeDock organizes evidence, surfaces attention items, and provides document-based suggestions. It does not approve documents or make lending, legal, or compliance decisions.
Is IntakeDock for solo brokers or brokerages?
Both. Solo and high-volume brokers can reduce document chasing, while brokerages can create a more consistent intake and review process across brokers, processors, and operations teams.
Your current workflow
See where IntakeDock could remove document friction.
Bring a real workflow and walk through the process with us.