Does IntakeDock replace email?
No. Borrowers can still reply by email. IntakeDock provides a deal-specific intake address so attachments return to the correct mortgage file and enter a controlled review workflow.
Email attachment workflow
Email attachments stay familiar. IntakeDock turns them into a controlled review workflow.
A deal-specific intake address keeps attachments inside the correct mortgage file, while broker-controlled processing and review preserve context after the email arrives.
Email replyDeal routingMatch documents when clearBroker reviewReview-ready package
Workflow comparison
Compare what happens after a document arrives.
Focus on routing, association, review control, corrections, and package readiness.
Common approachIntakeDock workflow
Attachments arrive across threads, replies, and forwarded messages.A deal-specific intake address keeps attachments associated with the correct mortgage file.
Brokers manually reconstruct related pages and document context.Related pages can stay together as one document when the connection is clear.
Every attachment requires manual filing before review can begin.When one applicant and request are clearly supported, IntakeDock matches the document. Uncertain cases stay unassigned for broker review.
Corrections arrive in new threads without clear version history.Replacement and superseded versions remain connected to the request and review trail.
Email receipt can be mistaken for document readiness.Matching never approves, rejects, or completes the request. The broker decides what moves forward.
Where it fits
Keep email convenience without leaving the file in the inbox.
- Borrowers can reply to a document request with attachments.
- Clear matches can be associated with one applicant and request.
- Ambiguous documents remain unassigned for broker review.
- Matching never approves or completes a document request.
Questions
What broker teams ask during comparison.
Does IntakeDock replace a secure upload portal?
IntakeDock includes secure upload links, but its role extends beyond collection. It connects uploads to requests, document checks, items that need review, corrections, versions, and approved package preparation.
Are document suggestions automatic approvals?
No. Document suggestions and evidence findings support broker review. IntakeDock does not approve documents or make lending, legal, or compliance decisions.
Your current process