Supporting evidenceDocuments stay connected to the applicant and request.
IntakeDock verification
Traceable document verification for broker review.
Compare supported mortgage evidence, calculate transparent document-based figures, and surface missing or inconsistent information without removing broker judgment from the workflow.
Every finding stays connected to supporting evidence. Brokers remain responsible for review and lending decisions.
From supporting documents to broker decision
Transparent calculationsSupported figures show the documents and periods used.
Items to reviewMissing or inconsistent information is surfaced for review.
Broker decisionYour team confirms the evidence and decides the action.
Assistance for review. No automated lending decision.
Available now
Six verification areas are available now.
Each area keeps findings connected to the supporting documents, shows how key figures were calculated, and highlights what needs broker attention.
Salaried and hourly income
Compare supported employment documents and calculate evidence-based income figures.
- Linked to supporting documents
- Clear calculation details
- Broker-controlled outcome
Variable employment income
Review variable income evidence across supported periods and source documents.
- Linked to supporting documents
- Clear calculation details
- Broker-controlled outcome
Business-for-self income
Organize supported business and income evidence for broker review.
- Linked to supporting documents
- Clear calculation details
- Broker-controlled outcome
Down payment and source of funds
Reconcile supported funds evidence and highlight missing connections.
- Linked to supporting documents
- Clear calculation details
- Broker-controlled outcome
Rental income
Compare supported rental evidence and show transparent calculations.
- Linked to supporting documents
- Clear calculation details
- Broker-controlled outcome
Debt and liabilities
Organize documented obligations and surface items requiring review.
- Linked to supporting documents
- Clear calculation details
- Broker-controlled outcome
Available verification features may vary by document type and account.When information is missing or unclear, IntakeDock leaves the result for broker review instead of making a determination.
Broker control
Verification supports review. It does not replace it.
Use traceable evidence and transparent calculations to focus the review. Your team confirms the evidence and decides the next action.
Evidence remains traceableUnclear results stay visibleCorrections stay controlledDecisions remain with the broker
Coming soon
More verification workflows are coming soon.
Additional verification workflows are coming soon. Check this page for current availability.
Preliminary GDS and TDS
Preliminary debt service calculations from supported evidence.
Property and transaction reconciliation
Cross-check supported property and transaction information.
Condition satisfaction
Connect requested conditions with the evidence received.
Identity and residency consistency
Surface supported identity and residency inconsistencies for review.
Credit-history verification
Organize supported credit-history evidence for broker review.
Mortgage purpose and occupancy
Compare supported purpose and occupancy evidence.
Mortgage, title, payout and liens
Reconcile supported mortgage, title, payout and lien records.
AML, KYC and beneficial ownership
Organize supported identity and ownership evidence for review.
Third-party and regulatory risk
Surface supported third-party and regulatory review items.
Document integrity review
Surface document integrity indicators for qualified human review.
Expanded closing readiness
Organize supported closing evidence and outstanding items.
Specialized workflows
Support additional document review needs for mortgage teams.
Questions
Verification questions.
Clear answers about evidence, uncertainty, availability, and broker responsibility.
Does IntakeDock make lending decisions?
No. IntakeDock organizes supported evidence, shows document-based calculations, and surfaces items for broker review. Your team remains responsible for document decisions and the mortgage workflow.
Are verification results connected to source documents?
Yes. Available verification workflows are designed to keep findings and calculations connected to the supporting evidence used, so reviewers can inspect the source before deciding what to do.
What happens when evidence is unclear or incomplete?
IntakeDock surfaces the uncertainty for broker review. When a document cannot be clearly matched to one applicant and request, it stays unassigned rather than being forced into the wrong place.
Are all 18 verification areas available today?
Six verification areas are available for supported workflows. The remaining 12 are shown as coming soon and will be updated as each workflow becomes available.
Mortgage document review