Every loan document,
in one secure place.
Stop sharing secure documents via email. Do not risk your trust layer with customers by sending private information through unsecure channels.
How it works
Three simple steps from first request to final share.
Request
Request documents from applicants, brokers or boat dealers with one private link. No account needed for the recipient.
Review
Approve or reject each file with a comment. Everyone sees what is still outstanding.
Share
Give a bank read only access that expires. Every open and download is logged.
Simple pricing
Choose your role to see the details that apply to you. Every plan includes unlimited seats.
Brokerage Starter
Available only when a bank invites your brokerage. Create customer folders, upload the loan package and submit it to the bank.
- Customer folders
- Upload and submit to one bank
- Unlimited seats
Brokerage Pro
PopularUnlock the full workspace. Request documents from customers and dealers, share with any lender and invite your whole team.
- Request from customers and dealers
- Share with any lender
- Automatic reminders
- Team invitations
- Unlimited seats