Mortgage Document Collection

BorrowerDocs is mortgage document collection for loan officers and brokers who are tired of chasing files across email, texts, and random uploads. Send one link, track every request with clear statuses, request re-uploads in context, and export a clean packet when it's time to submit.

Why mortgage document collection breaks

Documents get scattered across inboxes, phones, and multiple "latest" versions.
Status lives in your head (or a spreadsheet), so borrowers do not know what is still needed.
Re-requests turn into long threads instead of one clear next step.

How it works

Step 1

Start with a structured request list

Create a file and apply a checklist template so every borrower starts with clear document expectations.

Step 2

Collect and review inside one timeline

Borrowers upload through the portal, you review each item, and request re-uploads with specific guidance.

Step 3

Export a clean submission packet

When the file is ready, export organized documents and a summary cover sheet for faster downstream review.

Core collection features

Checklist templates

Start with a proven request list.

Item-level statuses

Know what's missing at a glance.

Re-upload reasons

Fix issues without long email threads.

Borrower Q&A

Questions stay attached to the request.

Due dates + reminders

Nudge borrowers without manual chasing.

Export packet

Download a clean ZIP + cover sheet.

Loan File View

Preview of the broker checklist view: grouped requests, statuses, and review actions.

8 items · 5 approved · 3 outstanding

Add request

Income

Most recent paystub

Approved1 fileQ&A

Due Mar 12, 2026

W2s (2024 and 2025)

Uploaded2 filesQ&A

Waiting for broker review.

Assets

Bank statements (2 months)

Needs Re-upload2 filesQ&A1

Request note: include all pages, including blanks.

Security and trust

Use borrower portals and scoped links instead of attachments, keep document history tied to file context, and retain a cleaner record of review decisions.

FAQs

Is this built for solo brokers or teams?

It's designed to work great for solo brokers and small teams who want structure without enterprise overhead.

Can I use this for purchase and refinance files?

Yes. You can create files for both and customize request lists for each scenario.

How do I handle partially complete uploads?

Use Partial status when some files are received, then continue collecting remaining pages or months.

Can borrowers ask questions about individual requests?

Yes. Each request supports its own Q&A thread, which keeps communication tied to the correct item.

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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