Request documents
Send broker-approved document requests and reminders tied to the deal.
Stop chasing mortgage documents.
IntakeDock turns borrower uploads and emailed attachments into a clean, review-ready deal file without replacing your LOS, CRM, or lender systems.
The problem is not one missing document. It is the whole intake handoff.
Pay stubs arrive in one email thread. Bank statements come through a portal upload. ID documents get sent after a reminder. A resubmission lands under a different subject line. IntakeDock is built for that reality, so brokers can see what arrived, what is still missing, and what needs review.
Scattered borrower attachments
Missing or stale document versions
Repeated follow-up emails
Duplicate uploads and resubmissions
Files that are hard to review before submission
From request to review-ready file.
IntakeDock gives mortgage teams a structured intake flow without forcing a platform replacement.
Receive uploads and email replies
Borrowers can use secure upload links or reply by email with attachments.
Route documents to the deal
Deal-specific intake email aliases help keep borrower reply attachments mapped back to the right file.
Review and follow up
Brokers review classification suggestions, flag issues, and request resubmissions.
Built around the document work brokers repeat every day.
IntakeDock focuses on mortgage document intake and review, not broad origination replacement.
Secure upload links
Give borrowers a clear path to send sensitive documents.
Deal-specific intake email aliases
Keep emailed borrower attachments tied to the correct deal.
Mortgage document type suggestions
Surface likely document categories such as pay stubs, bank statements, tax documents, IDs, letters, and condition-related files.
Broker review queue
Review what arrived, what needs attention, and what should be requested again.
Missing and resubmission workflow
Move incomplete, unclear, or incorrect files back into a structured follow-up.
Audit history
Preserve request, upload, review, and follow-up activity in a clearer trail.
Why brokers use it
- Less chasing for common documents
- A cleaner borrower experience
- Faster review of what has arrived
- Fewer lost attachments
- Cleaner files before lender submission
Why brokerages use it
- Shared intake process across brokers and processors
- Visibility into incomplete files
- Role-based access and organization isolation
- Recordkeeping and audit-readiness support
- Controlled path for security review
Designed for sensitive borrower documents.
IntakeDock is designed to support secure collection and review of borrower documents such as pay stubs, bank statements, tax documents, and identity records.
- Designed with PIPEDA-aligned safeguards
- Broker-reviewed workflows
- Role-based access and organization isolation
- Designed to support recordkeeping and audit readiness
Pricing for brokers, teams, and brokerages.
Starter, Professional, and Growth plans are designed for self-serve broker and team use. Brokerages with custom rollout needs can talk to sales.
View pricingSolo BrokerStarter plan
TeamGrowth plan
BrokerageCustom rollout
Common buyer questions.
Does IntakeDock replace our LOS or CRM?
No. IntakeDock works alongside the systems your team already uses. It focuses on the document intake work that happens before files are ready for submission: requests, uploads, email attachments, review, missing items, and resubmissions.
Can borrowers still send documents by email?
Yes. IntakeDock is designed to support secure upload links and borrower email replies, so documents can still arrive the way borrowers naturally respond while staying tied to the right deal workflow.
Who reviews the documents?
Your team reviews the documents. IntakeDock helps organize submissions, surface missing items, and suggest document types, but brokers and processors decide what is complete, acceptable, or needs follow-up.
Is IntakeDock for solo brokers or brokerages?
Both. Solo brokers can use IntakeDock to reduce document chasing, while brokerages can use it to create a more consistent intake process across brokers, processors, and teams.
Ready to clean up mortgage document intake?
See how IntakeDock can help your team collect borrower documents, route email attachments, review files, and keep a clearer deal trail.
Book a workflow review