For mortgage brokers
Less document chasing. More time reviewing the file.
Keep document requests, uploads, email replies, findings, and corrections connected to the deal, so you can prepare cleaner files without rebuilding the story from your inbox.
File readiness
See what arrived, what needs review, and what still needs correction.
12Received4Needs review2Correction needed
Income documentsReady to reviewBank statementsNeeds attentionIdentity recordCorrection loopSource of fundsEvidence linked
Your review determines what moves forward.The broker reality
Borrowers do not always follow the checklist.
One statement arrives by email. An ID comes later through an upload link. A pay stub is missing a page. The replacement arrives under a different subject line.
IntakeDock keeps those moments connected to the file.Built around broker document work
A cleaner operating rhythm from request to review.
Less chasing
Keep requests, reminders, and correction loops tied to the deal.
Cleaner borrower experience
Give borrowers a clear upload path while still supporting email replies.
Faster file preparation
Work from a visible review queue instead of reconstructing email history.
Clearer evidence history
Keep current documents, prior versions, and review actions easier to retrieve.
Document verification
Review supported income, funds, rental, and liability evidence.
See how key figures were calculated and keep findings connected to supporting documents while every decision remains with the broker.
Start with one repeated workflow
Bring the files you chase most to a focused workflow review.
We will map where document intake, review, and correction slow down the file.