For brokerages
Create a consistent document workflow across the brokerage.
Give brokers, processors, and operations leaders a shared intake and review process, with clearer visibility into missing evidence, correction loops, and file readiness.
Brokerage document operations
A shared view of intake activity across brokers and processors.
38Active files11Needs review7Missing evidence
Broker AIncome evidenceReady for reviewProcessor BSource of fundsMissing itemBroker CRental documentsCorrection requestedOperationsFile packageReview trail ready
Visibility without replacing your LOS, CRM, or lender systems.The operating challenge
Oversight is harder when every file follows a different intake path.
One broker uses email. Another uses a portal. A processor is waiting on a stale statement. Operations cannot easily see which files are ready and which are still incomplete.
IntakeDock creates a shared document process around those workflows.Brokerage operations
Standardize document intake while keeping the systems your team already uses.
Shared intake standards
Create a more consistent borrower request and follow-up process.
Operational visibility
Surface incomplete evidence, waiting reviews, and correction loops.
Access based on each team member's role
Support controlled access for brokers, processors, and operational roles.
Recordkeeping support
Keep requests, submissions, versions, and review actions easier to retrieve.
Security and review readiness
Give operations and vendor reviewers the information they need.
Share clear information about document handling, workspace access, and activity history without overstating certifications or guaranteed compliance.
View security overviewPrivate document handlingSeparate brokerage workspacesImportant activity recordsBroker-controlled findings
Map your team workflow
See where a shared document process could improve consistency and visibility.
Start with one team, one document workflow, and a focused operating review.