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Standardize mortgage document intake across your brokerage.

IntakeDock gives brokerages a mortgage-first intake layer for secure uploads, email attachments, review queues, missing-document follow-up, access boundaries, and cleaner activity history.

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Brokerage visibilityTeam intake overview
IntakeDock dashboard showing mortgage document intake activity

Oversight is harder when every file has a different intake path.

One broker chases documents by email. Another uses a shared folder. A processor is waiting on a stale bank statement. A manager needs to know which files are incomplete. IntakeDock is built to make the document intake path more consistent.

Standardization

Create a more consistent request, upload, review, and follow-up workflow.

Visibility

See incomplete files and review queues more clearly.

Controls

Use role-based access and organization isolation where implemented.

Audit-readiness support

Keep a clearer trail around document requests, submissions, review, and follow-up.

Support the team without forcing a platform replacement.

IntakeDock is designed to sit beside existing brokerage systems, not replace them.

Standardization

Create a more consistent request, upload, review, and follow-up workflow.

Visibility

See incomplete files and review queues more clearly.

Controls

Use role-based access and organization isolation where implemented.

Audit-readiness support

Keep a clearer trail around document requests, submissions, review, and follow-up.

A mortgage-first intake layer for growing teams.

IntakeDock helps brokerages create a shared workflow for secure borrower uploads, emailed attachments, document review, missing items, and resubmissions while preserving the systems already used for origination, CRM, lender submission, and compliance work.

  • Standardize document requests and borrower follow-up.
  • Surface incomplete files and resubmission loops earlier.
  • Keep document activity easier to retrieve for review.
  • Support security and vendor review with controlled materials.
Brokerage workflowStandard requestTeam queueReview trailSecurity review

Security details when your team needs them.

Review high-level safeguards publicly, and request deeper security materials when procurement or vendor review requires them.

  • Supports brokerage recordkeeping and audit readiness
  • Designed with PIPEDA-aligned safeguards
  • Deeper security questions handled through sales
  • Future SOC 2 examination work described only as roadmap
Security overview

Bring a standard intake workflow to the team.

Talk with us about team size, rollout needs, security questions, and how IntakeDock would fit beside your current systems.

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