Less chasing
Keep requests, reminders, uploads, and resubmissions tied to the deal.
Less chasing. Cleaner mortgage files.
IntakeDock helps brokers request documents, capture borrower uploads and email attachments, review what arrived, and follow up on missing or incorrect items from one mortgage-first workflow.
Borrowers do not always follow the checklist.
They send one statement by email, upload an ID later, forget a pay stub, and reply to a reminder with a new attachment. IntakeDock is built for the way mortgage documents actually arrive.
Better borrower experience
Give borrowers a clear upload path while still supporting email replies.
Faster review
Work through a queue of documents that need attention.
Cleaner files
Surface missing and replacement items before the file becomes harder to submit.
A cleaner rhythm from request to review.
Use IntakeDock to spend more time reviewing the file and less time reconstructing it.
Document requests
Create a deal-specific path for pay stubs, bank statements, IDs, tax documents, and other required items.
Upload and email intake
Support secure uploads and emailed attachments without treating email as a separate document system.
Review queue
Prioritize new submissions, incomplete items, and resubmissions from one mortgage-focused workflow.
Designed for sensitive borrower documents.
Mortgage brokers handle pay stubs, bank statements, tax documents, identity records, and other sensitive borrower information. IntakeDock should be described as using PIPEDA-aligned safeguards and broker-reviewed workflows, with a public security overview available when teams need more detail.
- Secure upload path for borrower documents
- Deal-specific document activity
- Broker-reviewed workflow
- Security overview for sensitive workflows
Start with the files you chase most.
Apply for the Founding Broker Program to test IntakeDock on the borrower document workflows that create the most back-and-forth.