What is BorrowerDocs?

BorrowerDocs is a document collection platform built specifically for independent mortgage brokers. It gives you a branded borrower portal, an organized checklist, and built-in communication tools — all in one place.

The problem it solves

Collecting documents from borrowers is one of the most time-consuming parts of the mortgage process. Without dedicated tooling, most brokers end up:

• Sending the same email requests over and over
• Managing scattered attachments across multiple email threads
• Losing track of what's been submitted and what's still missing
• Manually chasing borrowers for outstanding items week after week

BorrowerDocs replaces that back-and-forth with a self-service portal your borrowers can use on any device, at any time.

How it works

1. Create a loan file — choose a template pack (W2, Self-Employed, or Bank Statement) and enter the borrower's name and email.
2. BorrowerDocs seeds the checklist — the right document requests appear automatically, grouped by category (Income, Assets, ID, Property).
3. Send a magic link — one click sends your borrower a branded email with a secure link to their portal. No account creation, no password.
4. Borrower uploads — they see exactly what's needed, upload files, and can ask questions on any request.
5. Review and approve — preview uploads, leave comments, approve items, and request re-uploads when needed.
6. Export and close — download a ZIP of all approved documents plus a branded PDF cover sheet, ready to submit to the lender.

Key features

Branded borrower portal

Your logo, brand color, and NMLS number. The portal looks like your software, not ours.

No borrower account needed

Borrowers click a magic link and land straight in their portal. No sign-up, no password, no friction.

Organized checklists

Document requests grouped by category — Income, Assets, Identification, Property, and Other. Status tracked automatically as borrowers upload.

Per-document Q&A

Message threads attached to each document request. Questions stay organized, not buried in email.

Automatic reminders (Pro)

Email nudges sent at 24 hours, 72 hours, and weekly until all items are submitted. Configure or disable them any time.

One-click export

A ZIP of all approved documents organized by category, plus a branded PDF cover sheet ready to hand off.

Who it's for

BorrowerDocs is built for independent mortgage brokers and small teams — typically 1–5 people — who want a professional document collection experience without the complexity of enterprise LOS software.

If you're currently collecting documents by email, BorrowerDocs will immediately reduce the time you spend chasing borrowers and hunting for files.

Next steps

• Quick Start — go from sign-up to your first borrower link in five minutes
• Setting Up Your Branding — personalize the portal with your logo and colors