Secure Upload
Borrowers can upload documents directly from POS.
POS Documents
Upload Documents. Keep Your Loan Moving.
Securely upload documents directly through the borrower portal. Every document is automatically connected to the selected application, stored under the borrower record, and instantly shared with your mortgage team for review.
Instant Team Notification
Your mortgage team is notified when new files arrive.
How It Works
Why Secure Document Collection Matters
One upload automatically reaches the right place, keeping borrowers and mortgage teams connected throughout the loan process.
Upload Once
Borrowers can securely upload documents directly from the POS portal anytime.
Application Linked
Each document is automatically connected to the selected mortgage application.
Customer Record Updated
Documents are organized under the borrower record inside CRM.
POS Folder Created
All uploaded files are stored in a dedicated POS Documents folder for easy access.
Instant Team Notification
Loan officers receive an email notification whenever a borrower uploads a document.
Connected Workflow
From Borrower Upload to MLO Notification
Secure & Connected
Upload Documents
Drag & drop files here
or click to browse
Select Files
PDF
DOCX
JPG
Application
CRM
John Smith
Borrower
Documents
POS Documents
12 Files
POS Documents Folder
MLO Notified
1
New Document Uploaded
Secure Storage
Bank-level encryption keeps documents safe and compliant.
Automatically Organized
Documents are sorted and stored in the right place without manual work.
Instant Notifications
MLOs are instantly alerted so nothing gets missed.
Connected To Applications
Every document is linked to the correct application automatically.
Faster Document Reviews
Easy access for your team means quicker reviews and faster approvals.
READY TO GET STARTED?
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Get better visibility and move faster.
Stay Compliant
Built-in compliance tools keep you audit-ready.
Scale Effortlessly
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