Deals move fast. Your documents should too.
Stop the manual document management slog. We transform messy borrower communications into perfectly structured, underwriter-ready folders—instantly.
No IT setup • Connect your Google Drive and get started in minutes
Built for modern mortgage brokers and brokerages
We Process All Your Important Documents
Our AI automatically identifies and processes various mortgage-related documents
From document chaos to lender-ready files
See how mortgage brokers turn hours of manual document sorting into a clean, submission-ready deal in seconds.
Save 5–10 hours per file based on early broker workflows.
Before: The Manual Slog
- Email Scavenger Hunts
Searching through 15 different threads just to find that one updated bank statement.
- The "Rename & Save" Grind
Manually changing "Scan_Doc_22.pdf" to "Paystub_Nov_2025.pdf" one by one.
- Manual Data Hunting
Squinting at blurry PDFs to find the YTD totals and asset figures needed for your loan app.
- Frustrating Kickbacks
Dealing with "missing document" conditions and submission delays caused by messy files.
After: The Automated Pipeline
- Instant Centralization
Every document from every thread is automatically pulled into one secure, organized folder.
- Audit-Ready Organization
Your files are perfectly labeled and structured the moment they hit your inbox.
- Decision-Ready Summaries
A one-page "Cheat Sheet" gives you the key figures you need instantly.
- Lender-Ready Submissions
A clean, professional ready to submit file.
Delegation made simple.
Whether you're forwarding an email or letting your borrower upload directly, consider the manual work done.
Forward it and forget it.
Treat us like your 24/7 processing assistant. Just forward any borrower email, put the borrower's name in the subject line, and we'll handle the rest. We'll download, rename, and file every attachment into the right folder while you focus on the next deal.
Delegate the "grunt work" in seconds.
The “No-Scavenger-Hunt” Folder.
A perfectly structured Google Drive folder and a one-page “Cheat Sheet” of borrower data. Everything you need for the loan application, right in front of you—instantly.
Submission-ready files, every time.
Pricing that pays for itself in time saved.
Every paid plan includes our full suite of services. No locked features, no "pro-only" workflows... just the volume you need to stay organized. Try us out for free!
Included in every plan
Trial
See the magic on your first few files.
- Your first 5 documents are on us
- Smart Email processing workflow
- No credit card required to start
Starter
The Independent Broker
- Secure Uploads & Smart Email processing
- Up to 3 Approved Senders
- Includes 200 documents every month
- Flexible Add-ons: Purchase extra document packs as you grow
Professional
The Powerhouse Team
- Secure Uploads & Smart Email processing
- Up to 5 Approved Senders
- Includes 400 documents every month
- Flexible Add-ons: Purchase extra document packs as you grow
Need higher volume or custom workflows? Contact Sales.
Bank-level security for every document
Your data is encrypted, protected, and never used to train our AI models.
End-to-End Encryption
All documents are encrypted in transit and at rest using AES-256 bit encryption.
PIPEDA Ready
Built to comply with the strictest data privacy regulations for mortgage professionals.
No AI Training
We never use your client documents or data to train our machine learning models.
Ready to automate your mortgage workflow?
No credit card required • Cancel anytime