Keep folders organized
Create folders to organize the documents you manage throughout your workflow, without digging through email chains.
01 / ORGANIZEDocuments in one place.
Customer uploads, simplified.
Organize the files your team works with every day. When you need documents from a borrower, customer, or prospect, send a secure upload link and let the files come to you.
Jordan Lee
Documents received through Secure Portal
File nameTypeStatus
Bank Statements.pdfPDF Received
Photo ID.jpgJPG Received
Pay Stub.pdfPDF Received
Files receivedDelivered to the customer's folder
Customer-specific folders
Reusable secure links
Verified portal access
Documents Management
A simpler way to keep files in order.
Your everyday documents and incoming customer files belong in a place your team can actually find them.
Work across workspaces
Use My, Team, and Company Workspace views to navigate files according to the access available to your account.
02 / ACCESSUpload and retrieve
Keep important files inside Documents so you can return to them, review them, and download what you need.
03 / MANAGECollect files from customers
Request documents through Secure Document Portal and receive uploads directly into the customer's own folder.
04 / COLLECT Secure Document Portal
Request a file.
Get it in the right folder.
Create a secure document link for a borrower, customer, or prospect. They upload through their Secure Portal account; the documents arrive in a dedicated folder under your Documents area.
- One reusable link per customer request
- Automatic customer folder creation
- Upload notifications when documents arrive
- Disable a link when collection is complete
Customer Secure Links
NEW CUSTOMER LINK
Jordan Lee
jordan@example.com
Email secure upload link to customer
Create Secure Link
Customer uses Secure Portal to upload
Jordan Lee (K8F2)Folder created automatically
One connected flow
From request to received.
No separate file-sharing process to manage. The same customer link can be used again whenever more documents are needed.
Create a link
From Documents, select Secure Link and enter the customer's name and email address.
Customer signs in
The customer follows the link, signs in or registers through Secure Portal, and verifies their email.
Customer uploads
They authorize the intended recipient, choose the files, and confirm the upload.
Documents arrive
Get notified and find the uploaded files under Secure Link in the customer's dedicated folder.
YOUR UPLOAD DESTINATION
DocumentsSecure LinkCustomer Name (Unique Code)
READY TO GET STARTED?
Start Running Your Mortgage Business the Right Way
All-in-one platform designed to simplify your workflow, increase productivity, and help you close more loans.
Save Time
Automate tasks and streamline your workflow.
Close More Loans
Get better visibility and move faster.
Stay Compliant
Built-in compliance tools keep you audit-ready.
Scale Effortlessly
Grow your business with confidence.
