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Effective June 5, 2026

Terms of Use.

The terms that apply when you use the IntakeDock public website and public materials.

Need help?Questions about website terms or product agreements? Contact IntakeDock and we will follow up.Contact us

Using the IntakeDock website.

These Terms of Use apply to your use of the IntakeDock public website and public materials. By using the website, you agree to these terms.

The website is provided to explain IntakeDock's mortgage document intake and review workflows, pricing, security posture, and ways to contact or speak with us.

Product use and customer agreements.

Use of the IntakeDock product is governed by the applicable customer agreement, order form, plan terms, data processing terms, and any other written agreement between IntakeDock and the customer.

If there is a conflict between these website terms and a signed customer agreement, the signed customer agreement controls for product use.

No professional advice.

Website materials are provided for general information only. IntakeDock does not provide legal, privacy, compliance, underwriting, lending, fraud, tax, accounting, or financial advice through this website.

IntakeDock supports document intake and review workflows. It does not make underwriting, legal, fraud, lender, broker, brokerage, or regulatory decisions.

Public forms and sensitive information.

Please do not submit borrower names, deal details, mortgage amounts, document names, file contents, financial details, or other sensitive personal information through public website forms.

Public forms are intended for business contact, workflow review, pricing, product, rollout, security, and privacy questions.

Plans, pricing, and product changes.

Pricing, plans, feature descriptions, retention limits, usage limits, onboarding options, and availability may change. Public website descriptions are not a final product commitment unless included in a signed agreement or order form.

We may update, suspend, modify, or discontinue parts of the website or product descriptions at any time.

Acceptable use.

You may not misuse the website, interfere with its operation, attempt unauthorized access, submit unlawful or harmful content, test security without permission, or use the website in a way that violates applicable law.

You are responsible for ensuring that any information you provide through the website is accurate and that you have the right to provide it.

Intellectual property.

The website, brand elements, copy, design, graphics, and other public materials are owned by IntakeDock or its licensors and are protected by applicable intellectual property laws.

You may view and share public website pages for evaluation purposes, but you may not copy, modify, resell, or create derivative works from the website materials without permission.

Third-party links and services.

The website may link to third-party websites or services. IntakeDock is not responsible for third-party content, privacy practices, availability, or security.

Your use of third-party websites or services is governed by their own terms and policies.

Disclaimers and limitation of liability.

The website and public materials are provided on an as-is and as-available basis. To the extent permitted by law, IntakeDock disclaims warranties not expressly stated in a signed agreement.

To the extent permitted by law, IntakeDock will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages arising from use of the website or reliance on public website materials.

Governing law and contact.

Unless a separate written agreement says otherwise, these website terms are governed by the laws of Ontario and the applicable federal laws of Canada.

Questions about these terms can be sent through the IntakeDock contact page.

Contact us

Mortgage-first document intake and review for Canadian brokers, broker teams, processors, and brokerages.

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