IntakeDock helps mortgage teams collect borrower uploads, route emailed attachments, surface missing items, and prepare cleaner deal files without replacing existing systems.
IntakeDock does not try to replace your LOS, CRM, lender portal, or brokerage platform. It focuses on the document work that happens before and around those systems: requests, uploads, emailed attachments, review, missing items, resubmissions, and audit history.
Create document requests for the deal and send borrowers a clear path to respond. Requests and reminders should be broker-approved, so communication stays controlled and appropriate for the file.
Borrowers can use secure upload links for sensitive documents or reply to request emails with attachments. IntakeDock is designed to support both paths so brokers are not forced to manage a separate email mess outside the workflow.
Deal-specific intake email aliases help map borrower reply attachments back to the correct deal. That gives the broker a cleaner place to review what arrived instead of searching across inbox threads.
IntakeDock can suggest document types and surface files that may need attention. Brokers stay in control of review before anything moves forward.
Brokers and processors can work through a review queue that shows documents needing attention, likely matches, missing items, and files that may need a resubmission request.
When a file is incomplete, unclear, stale, or incorrect, IntakeDock should help the broker request the missing or replacement document from the same workflow.
Request history, upload activity, review actions, and follow-ups should be easier to retrieve from a structured workflow than from scattered email threads. IntakeDock is designed to support brokerage recordkeeping and audit readiness, while each customer remains responsible for its own compliance obligations.
Walk through request, upload, email reply, review, resubmission, and activity history in one mortgage-focused workflow review.
