Request documents
Create broker-approved requests tied to the deal and applicant.
The product
One workflow for mortgage document intake and review.
Request documents, collect uploads and email replies, associate evidence, review issues, manage corrections, and prepare cleaner files without replacing your existing systems.
The document workflow
Between borrower communication and the systems your team already uses.
Secure uploadEmail replyDocument request
IntakeDock
AssociateConnect clear evidenceReviewSurface attentionCorrectManage versionsPrepareBuild package
LOSCRMLender portal
Connected workflow
Seven moments that stay connected to the deal.
Follow the document workflow from request through review, correction, and preparation for your existing systems.
Receive uploads and email replies
Support the ways borrowers naturally send sensitive documents.
Check and organize documents
Check supported files and suggest the document type for broker review.
Match documents when clear
When one applicant and request are clearly supported, IntakeDock places the document there. Unclear documents remain unassigned for broker review.
Review evidence
Surface missing, inconsistent, low-quality, or incomplete evidence with links back to the supporting source.
Manage corrections
Request replacements and preserve corrected, replaced, and superseded document history.
Prepare the package
Organize approved originals or create a combined PDF ordered by the document checklist.
More than file collection
A focused workflow for collection, review, and package preparation.
Collect and associate
Secure links and deal-specific email paths keep evidence tied to the file. Clear matches can be associated automatically, while ambiguous documents remain unassigned.
- Borrower uploads
- Email replies
- Clear applicant and request association
Review and correct
Findings linked to supporting documents, document suggestions, and version history support broker review.
- Quality and completeness findings
- Correction and resubmission
- Version and page-order control
Prepare and export
Organize approved evidence into a cleaner package for the systems and submission process already in use.
- Keep related document pages together
- ZIP and combined PDF export
- Review history and activity records
Document verification
Add evidence-backed verification to the review workflow.
Six verification areas are available now, with 12 more clearly marked as coming soon.
The workflow in your team
Walk through the document problems that slow down file preparation.
Use one real operational workflow as the starting point.