Email attachments comparison
See how a deal-specific intake workflow handles emailed files, clear document matching, review, and corrections.
Open comparisonResources
Practical resources for cleaner mortgage document intake.
Use these guides to assess how your team requests, receives, reviews, and corrects borrower documents.
Start with the workflow problem
Where do documents arrive?How are files matched to requests?Who follows up on missing or unusable evidence?What history is preserved after corrections?Guides
Start with focused evaluation tools.
Practical pages for broker and brokerage teams evaluating document intake workflows.
Generic upload portals comparison
Compare secure collection with mortgage-specific routing, review, corrections, and package preparation.
Open comparisonSecurity overview
Review IntakeDock's security safeguards and privacy information.
View securityProduct videos
Watch IntakeDock workflows in action.
Open focused walkthroughs for document intake, broker review, corrections, and brokerage operations.
Explore product videos
0:43Getting startedIntakeDock Short DemoSee how IntakeDock helps Canadian mortgage professionals collect, organize, and review borrower documents while keeping the broker in control.Watch videoChecklist
Questions to ask before changing your intake workflow.
Use operational questions instead of comparing long feature lists.
Collection
- Can borrowers upload securely and reply by email?
- Do files return to the correct deal?
Review
- Can your team see missing, inconsistent, or unsuitable evidence?
- Are automated findings reviewable?
Corrections
- Can replacement files supersede prior versions?
- Does the review history stay traceable?
Related
Continue your evaluation.
Use the product, verification, and security pages for more detail.
Next step
Walk through your current document process.
Bring a real workflow and see where IntakeDock fits.