FOR MORTGAGE BROKERS & LENDERS
Borrower documents.
Ready for your next step.
Collect bank statements, identification and pay slips through a branded upload page. Keep files organized by borrower and track outstanding requests with Workflows.
15-day free trial · No credit card required
No client login or app download needed.
Your application documents
Send the documents we need for your application.
No client account needed.
Illustrative form · Sample data
See which applications still need documents.
A full inbox doesn’t tell you whose paperwork is complete. Give each borrower clear instructions, then use a Workflow to see who has responded and who still needs a reminder.
File Request Pro customers
Workflows
One request for each borrower.
Send a personal upload link with an individual deadline. See the status of each request together, including applicants who haven’t sent anything yet.
- Make the document list clearUse separate upload areas for bank statements, identification and pay slips, with instructions for each.
- Follow up on outstanding requestsChoose when reminder emails go out. They stop when a request is complete.
- Keep application files togetherUse borrower names or application references to name uploads and organize folders in your connected cloud drive.
Know who has responded
Personal links · Deadlines · Reminders for outstanding requests
A website upload link or a personal request?
Choose the path that fits how you work with borrowers.
UPLOAD PAGES
Receive documents through your website
Embed an Upload Page or share its link when someone needs to send application files.
Explore Upload PagesWORKFLOWS
Follow up with named applicants
Send personal request links, set deadlines and track responses across your borrower list.
Explore WorkflowsBoth support simple or guided forms and automatic file naming and folders.
FROM A FILE REQUEST PRO CUSTOMER
File Request Pro allows us to send our clients a link to upload their documents and creates a folder with their name in our Google Drive. Very simple, clean, and efficient. Works better than when I was using Citrix ShareFile at a fraction of the cost.
Confidential documents, handled with care.
Files are encrypted in transit and at rest. A Data Processing Agreement is available to support your GDPR obligations.
Read our security commitmentsQuestions about collecting borrower documents
Can borrowers upload from a phone?
Yes. They can open the link in a mobile browser and select the files they need to send. No File Request Pro account is required.
Can I use my firm’s branding?
Yes. Add your logo, colors and instructions. Custom domains and advanced branding options depend on your plan.
Where do the uploaded documents go?
You can connect Google Drive, OneDrive, SharePoint or Dropbox and choose folder rules based on borrower details or application references.
Will reminder emails keep going after completion?
No. Scheduled request reminders stop when the request is complete. You choose the reminder schedule in your Workflow.
Give every borrower a clear way to send documents.
Start collecting files in one place, with Workflows when you need individual deadlines and follow-up.
Create your upload page15-day free trial · No credit card required
