Private document storage
Borrower files are handled in private storage rather than exposed through public file locations.
Security
Designed for sensitive mortgage document workflows.
IntakeDock combines secure intake paths, private document handling, access controls, and traceable review history for mortgage teams working with borrower evidence.
Private intakeProtected upload and document paths
Authorized accessAccess checks and separate brokerage workspaces
Controlled reviewVersions, corrections, and broker decisions
Traceable activityImportant actions recorded for review
Safeguards
Controls that support secure document handling.
See how IntakeDock protects access to borrower documents, separates brokerage workspaces, checks uploaded files, and records important activity.
Expiring access links
Secure upload and document access paths can expire, reducing the lifetime of externally accessible links.
Files checked before processing
Uploaded files are scanned before they enter document processing workflows.
Access checks on protected actions
Access checks are enforced on the server before protected data or document actions are allowed.
Separate brokerage workspaces
Workspace boundaries are designed to keep each organization's users, deals, and documents separate.
Privileged-role verification
Two-step verification supports stronger access protection for privileged roles.
Controlled document versions
Replacement and superseded files remain connected to the document request and review history.
Important activity records
Important workspace and document actions are recorded to support operational review and audit readiness.
Broker responsibility
Security and compliance support, not a compliance guarantee.
IntakeDock supports secure collection, broker-reviewed workflows, recordkeeping, and audit readiness. Your organization remains responsible for its own privacy, legal, and regulatory obligations.
Private access by defaultSeparate brokerage workspacesBroker-controlled document decisionsImportant activity stays traceable
Questions
Security and compliance questions.
Direct answers for product, privacy, and vendor review.
How does IntakeDock protect borrower documents?
IntakeDock uses private storage, expiring access links, file scanning, access controls, separate brokerage workspaces, and controlled document workflows to help protect borrower files.
Has IntakeDock completed an independent SOC 2 examination?
Not yet. IntakeDock is building and operating SOC 2-ready controls, but does not claim SOC 2 certification, compliance, audit completion, or independent examination today.
Is IntakeDock PIPEDA certified?
There is no general PIPEDA certification claimed by IntakeDock. The product is designed with PIPEDA-aligned safeguards for sensitive borrower and financial information.
Does IntakeDock make a brokerage compliant?
No software can guarantee brokerage compliance. IntakeDock supports document controls, recordkeeping, and audit readiness, while each brokerage remains responsible for its own legal, privacy, and regulatory obligations.
Who decides whether a document is acceptable?
The broker or processor does. IntakeDock can organize evidence and surface review attention, but it does not approve documents or make lending, legal, or compliance decisions.
Can our team discuss security before rollout?
Yes. Contact us to discuss your organization's security, privacy, and vendor-review questions. Please do not include borrower or deal information in a public website form.
Policies
Review public privacy and website terms.
Security review
Have security or privacy questions before rollout?
Talk with us about the safeguards and review needs relevant to your team.