DokuTrak for Mortgage brokers
Client Portal for Mortgage Brokers,
Close Before the Rate Moves.
DokuTrak is the client portal for mortgage brokers who hit their closing timeline. secure upload link uploads (no borrower login), automated reminders, one-click validation. Plans start at $79/month.
The document collection problem in mortgage
Documents arrive one per day over two weeks
You need pay stubs, W-2s, two months of bank statements, last two years of tax returns, and gift letters. The borrower sends one at a time as they remember. Your processor keeps bumping the closing date.
Wrong version, wrong year, wrong account
Borrower sends last month's bank statement instead of the last 60 days. Sends the 2023 W-2 when you asked for 2024. Sends the checking statement instead of savings. You start a new email thread to explain. Three days later, repeat.
Rate locks expire while you wait on paperwork
You locked the rate on a 30-day window assuming closing in 22 days. Doc collection takes 18 of those 22. Underwriting finds a condition. Now you are requesting an extension, and the borrower is asking why their rate went up.
How brokers use DokuTrak
You send one secure upload link at loan application. The borrower sees a single page with every document you need, explained in plain English, with examples. They upload from their phone. You see uploads in real time, reject wrong ones in one click with a note, and hand a complete package to underwriting without the email back-and-forth.
Loan-type templates (conventional, FHA, VA, jumbo)
Build a template per loan product listing every document with plain-English instructions: "Last 2 pay stubs — must show year-to-date gross earnings", "2 most recent bank statements — all pages, including blank ones, for every account on the application". Borrowers stop sending the wrong thing because the instructions are right there.
Automated nudges tuned for 30-day closes
Reminders fire on an aggressive-but-polite cadence appropriate for a time-sensitive transaction. Day 2, day 4, day 7. Stress without annoyance. Your borrower moves. Your processor stops being the nag.
Reject wrong documents without starting a new thread
Borrower sent checking instead of savings? Click Reject, type "I also need the savings account for the same period", hit send. DokuTrak auto-emails, re-opens that specific slot. No new intake, no re-explanation of the whole list.
Re-use intake across the next deal
Closed deals become templates for similar loan types. New client with a similar profile? Send the same request structure in three clicks. First-time homebuyer? Investment property? Self-employed cash flow loan? Template each one.
No login
for borrowers — secure upload link upload only
$79/mo Solo
flat, whole brokerage (not per LO)
Phone
upload — borrowers use iPhone, HEIC supported
Why mortgage specifically
Mortgage has the worst document-collection dynamics of any professional service vertical we work with. Volume is high (12–20 documents per borrower). Time pressure is extreme (30-day rate locks, 45-day purchase contracts). And the borrower is typically a first-time homebuyer who has never seen half of these documents before (“What is a 4506-T? What is a tax transcript? Where do I get that?”).
Every hour you save in document collection is an hour closer to closing, which is an hour less of rate-lock-expiration risk, which is an hour less chance the deal dies. At $79/month Solo for the whole brokerage, the subscription cost is a rounding error against a single commission.
Built for independent brokers, small brokerages (1–20 LOs), and loan officers at bigger shops who want their own workflow. Integrates alongside your LOS (Encompass, Calyx, Floify) — you collect via DokuTrak, download the complete package, upload to your LOS. Native LOS integrations on the roadmap.
What's included for your mortgage brokerage
- Unlimited document requests for mortgage brokers
- Unlimited clients and team members
- No-account upload links — your clients never see a login screen
- Automated reminders on a polite cadence
- One-click accept / reject with auto replacement
- Reusable templates for recurring mortgage brokerage workflows
- Secure vault — every document findable by client and request, years later
- AES-256 encrypted at rest, full audit log, access revocable
$79/month Solo
14-day trial. Cancel anytime.
Mortgage brokerage FAQs
Does DokuTrak integrate with Encompass, Calyx, or Floify?
Not natively yet. Current workflow: borrower uploads to DokuTrak, loan officer downloads the complete package (one click, zip file preserving document names and metadata), and uploads to the LOS. Native Encompass and Calyx integrations are on our 2026 roadmap. Floify is a direct competitor on intake, so no integration planned there. If your brokerage would benefit from a specific integration, email [email protected].
Can borrowers upload from their phone?
Yes. secure upload link works on iPhone, Android, tablet, laptop — anything with a browser. Borrowers can take photos of paper documents (W-2s, paper pay stubs, IDs) and the photo uploads directly. HEIC (iPhone format) supported. Most of our mortgage uploads come from phones — borrowers do this at lunch, on the couch, in the car.
Is DokuTrak suitable for compliance-sensitive loan documentation?
Documents are AES-256 encrypted at rest, TLS 1.3 in transit. Full audit log on every access. Note: we host in Paris, France — if your compliance team has US data residency requirements, review with them before onboarding. DokuTrak is the transport and storage layer; you remain responsible for your downstream LOS compliance and retention. Security documentation available on request under NDA for your compliance review.
How does DokuTrak compare to Floify?
Floify is a mortgage-specific POS (point-of-sale) platform with deep LOS integrations — it does a lot of mortgage-specific things DokuTrak does not. DokuTrak is a horizontal document-collection tool used across law, accounting, mortgage, consulting, and more. The advantage: simpler, cheaper ($79/month Solo vs Floify's higher starting price), and the secure upload link (no borrower login) removes portal friction from document intake. The tradeoff: no native LOS integrations (yet). If you want mortgage-only features and are willing to pay for them, Floify. If you want the fastest path to documents in hand, DokuTrak.
What if the borrower refuses to use the portal?
Less than 2% do. That is the secure upload link advantage — there is nothing to refuse. They click the email link on their phone, see a list of documents, tap Upload. If a borrower genuinely cannot (rare), you can always download their emailed attachments and upload them into DokuTrak yourself so the rest of your workflow stays centralized.
Can I share the intake dashboard with my processor?
Yes. Add your processor and any LO team members with the right Solo, Team, or Agency plan. Everyone sees the same dashboard. Your processor handles day-to-day upload review; you step in for exceptions and final sign-off. Every action logged.
Stop chasing mortgage brokers paperwork.
14-day free trial. Send your first request in under three minutes. Cancel in one click if it doesn't fit.
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