Get a complete mortgage file, faster
Send borrowers the included mortgage application checklist. They upload from their phone, and you see at a glance what the lender still needs.
Mortgage Application (included)
- Government photo ID
- Recent pay stubs
- Employment letter
- Notices of assessment
- Proof of down payment
- Bank statements
- Agreement of purchase and sale
Template included
The mortgage application template is built in. Duplicate it for self-employed or refinance files.
Ready to review, at a glance
The dashboard shows which files have new uploads waiting for you.
Download the whole file
Download every document for an application as one ZIP when it is time to submit.
How it works
Four steps, every client
- Build the checklist, or start from a template
- Send the client a private link by email
- The client uploads from their phone or computer
- Approve each item, or request changes with a note
Add Pro for busy seasons
Let reminders send themselves
Automatic reminders, instant change requests and team assignments. $99 a year, 14-day free trial.
Get this season's documents in order
Install the free plugin. Upgrade only if Pro saves you time.