Choose a plan for how your team collects, reviews, and follows up on borrower documents. Start self-serve, or talk to sales for brokerage rollout needs.
Starter, Professional, and Growth are built for self-serve broker and team use without required setup fees. Teams that want guided onboarding, workflow setup, or custom rollout support can talk to sales.
Best for: Lower-volume solo brokers
For solo brokers who need a secure way to request, collect, and review borrower documents.
Best for: Active solo brokers or broker plus light support
For active brokers who manage more files, more follow-up, and a heavier document queue.
Best for: Busy brokers and small teams
For growing teams that need shared workflows, role-aware access, and more document capacity.
Best for: Small brokerages or teams with custom rollout needs
For brokerages that need custom rollout planning, onboarding support, and larger team requirements.
Starter, Professional, and Growth can be started self-serve with in-app billing. If you prefer help with onboarding, workflow setup, or rollout planning, guided setup is available through sales and scoped before you commit.
Self-serve plans are available if you want to start on your own. If you want help configuring document request flows, onboarding your team, or planning a cleaner rollout, talk to sales and we will scope the setup path with you.
Talk to salesThe Founding Broker Program is a paid, guided path for brokers and small teams that want help setting up IntakeDock around their real mortgage document intake workflow before choosing a long-term plan.
Apply for Founding Broker ProgramFor larger teams, brokerages, or custom onboarding needs, talk to sales about users, workflows, permissions, rollout support, and vendor-review questions.
Talk to salesYes. Starter, Professional, and Growth are designed for in-app purchase and self-serve billing without a required setup fee. Teams that want guided setup or sales-assisted onboarding can talk to sales.
Not for self-serve Starter, Professional, or Growth checkout. If your team wants guided onboarding, workflow setup, or a sales-assisted rollout, setup or implementation fees may apply and will be scoped before you commit.
Yes. IntakeDock is built for solo brokers as well as teams. A solo broker can use it to request borrower documents, collect uploads and email replies, review submissions, and follow up on missing or incorrect items.
Pricing depends on the package, team size, capacity needs, and whether your team chooses self-serve checkout or a guided sales-assisted setup.
Usually, yes. Brokerage rollouts often involve more users, shared workflows, permissions, onboarding, and vendor-review questions, so they are scoped through a sales conversation.
Yes. Security, privacy, and vendor-review questions can be covered during the sales process. Do not include borrower names, deal details, mortgage amounts, or document information in public website forms.
