Magic Link Document Upload
Send a magic link so borrowers can upload documents in minutes, with no account, no password resets, and no portal setup. BorrowerDocs keeps each upload tied to the right request, with clear statuses and an easy re-upload loop when something is missing.
Why mortgage upload friction hurts conversion
- Borrowers abandon uploads when asked to create new logins and passwords.
- You end up answering "where do I upload?" and "did you get it?" over and over.
- Email attachments are messy and risky for sensitive mortgage documents.
How it works
Invite borrowers with a scoped magic link that opens directly to their checklist and upload flow.
Borrowers upload from mobile or desktop immediately, reducing drop-off during intake.
Approve clean uploads or ask for corrected versions with request-level guidance.
Magic-link upload features
Borrowers upload with no account or password.
Fast uploads from phone or desktop.
Links open to the right file automatically.
Keep documents attached to each request.
Ask for missing pages without long threads.
Know what arrived and what still needs work.
Upload Screen
A simple upload flow borrowers can complete in minutes, with no account required.
Please upload all pages, including blank pages.
Upload Documents
All files uploaded successfully.
Multiple files allowed • max 50 MB each
Questions about this document
No messages yet. Ask your broker a question.
Security and trust
Borrowers use scoped access links instead of sending sensitive documents over attachment chains, while brokers keep uploads in a controlled file context.
FAQs
Is magic-link upload secure enough for mortgage docs?
It is built for secure borrower access in context, with scoped links and file-level workflow controls.
Do borrowers have to install anything?
No. Borrowers open the link in a standard browser and can upload immediately.
Can I still run a full checklist process?
Yes. Magic-link upload is part of the broader borrower portal and checklist workflow, not a separate disconnected tool.
How do I handle blurry or incomplete uploads?
Set status to "Needs Re-Upload" and include a short reason, so borrowers know exactly what to resubmit.
What if I need complete file assembly too?
Pair these uploads with our submission packet export for an end-to-end path from intake to submission.
Related solutions
Ready to get started?
Try using BorrowerDocs to send a borrower portal, collect secure uploads, and track document status in one place.
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