Lenders & brokers · Deal velocity
Move borrower files faster than email can
Every day a loan sits incomplete is a day closer to losing it. DocLoop turns the borrower packet into a tracked checklist — each statement, return, and schedule has a status and an owner — and the chaser engine nudges borrowers automatically until the file is whole.
Borrowers receive one private link and upload from their phone. No borrower portal login for a one-time transaction, no “can you resend that?” threads.
Pipeline visibility without spreadsheets
Sort every deal by overdue first. The dashboard tells you which packets are starving and exactly which items they're missing.
Condition letters become conditions tracked
Post-commitment conditions map to checklist items with due dates. Borrowers clear them one tap at a time; you watch the counter hit zero.
Audit the file, don't reconstruct it
Reminder counts and received-at timestamps export to CSV — the provenance story underwriters and investors ask for.
Frequently asked questions
- Can co-borrowers share one link?
- The link is per client, so a joint borrower can be set up as one client with both parties' documents tracked on the same checklist.
- How big can uploaded files be?
- Up to 25 MB per file, with common formats covered — PDFs, images, and Office documents.
- We're a two-person brokerage. Is this overkill?
- It was built for exactly that shape of firm: free for three active deals, $9/month beyond that, no seat minimums or annual contracts.
Keep reading
See the difference yourself
Free plan holds three active clients with every feature — checklists, the no-login portal, automated chasers, CSV exports.