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.
Secure upload workflow
Secure collection is useful. Mortgage teams still need a review workflow.
Generic upload portals help collect files. IntakeDock connects secure collection to requests for the correct applicant, document history, broker review, corrections, and approved package preparation.
Secure uploadDeal 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
A generic portal provides a secure place to upload files.IntakeDock connects each supported upload to requests for the correct applicant and shows the document status.
Uploads may still need manual sorting and applicant matching.Documents can be matched when the applicant and request are clear. Ambiguous documents remain unassigned for broker review.
Collection may stop once the file is received.Document history, items that need review, corrections, and replacements stay connected to the file.
Reviewers may need separate notes for missing or unusable evidence.Findings linked to supporting documents and request status keep follow-up connected to the document workflow.
Approved files still require manual package assembly.Approved originals and a combined PDF ordered by the document checklist support the next workflow.
Where it fits
Keep the secure upload path and add the document workflow around it.
- Use secure links for sensitive borrower documents.
- Connect uploads to the correct applicant and request when the evidence is clear.
- Preserve correction, replacement, and superseded document history.
- Prepare approved originals or a combined PDF ordered by the document checklist.
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