Simplified Document Portal
Eliminate email chaos—borrowers upload into one centralized, searchable portal with consistent file naming and one-click retrieval.
Build an Efficient, Modern Mortgage Origination Process
ENJOY THE BENEFITS OF A FULLY-AUTOMATED MORTGAGE BUSINESS
THE CORE PLATFORM
From application to submission-ready file.
SentriDocs keeps the borrower and loan officer in one organized mortgage workflow instead of scattering the file across email, portals, PDFs and disconnected tools.
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Digital Mortgage Application
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Digital Mortgage Application
Guide borrowers through the application, keep information organized, and export the completed file in the formats your mortgage workflow needs.
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Borrower Documents
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Borrower Portal & Documents
Give borrowers one secure place to upload documents, respond to needs lists and keep the loan moving without an email attachment chase.
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PRE-APPROVAL$650,000
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Pre-Approvals & Fee Worksheets
Create the documents loan officers use every day, keep copies with the borrower file, and access them from the same workspace.
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APPLICATION
→SUBMISSION READY
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From Application to Submission
Keep borrower information, documents, exports and loan-officer work organized so the file is ready for the next step instead of being rebuilt by hand.
BUILT FOR MORTGAGE OPERATIONS
Why Mortgage Originators Choose SentriDocs
Operational tools for the work mortgage professionals repeat on every file.
Digital Loan Application
Intuitive, step-by-step URLA form with live Fannie Mae validation and editable fields before export.
Automated File Processing
Borrowers scan or upload any document/image type; files are processed and output in PDF, ZIP, or custom stack order.
URLA Export Options
Your completed application exports only as PDF or MISMO 3.4—ensuring compliance and easy import to your LOS.
Configurable Bank Statement Collection
Easily collect up to 24 months of bank statements—automated reminders, secure uploads, and organized retrieval per borrower.
Pre-Approval Letters & Fee Worksheets
Generate pre-approval letters and fee worksheets in-app—automatically email them to borrowers, store copies in the portal, and access instantly from your phone.
Audit-Ready File Archiving
Archive all uploaded documents, disclosures, closing files, exports, and communications in a secure, tamper-evident audit trail to meet compliance requirements.
Client-Only Data Segregation
We never share your borrowers’ data with insurance brokers, lead-gen firms, or any third parties—your data stays yours alone.
ONE MORTGAGE WORKFLOW
Give borrowers a clear path. Give loan officers a cleaner file.
SentriDocs is built around the work mortgage professionals repeat on every loan: collect the application, gather the right documents, keep borrowers informed, prepare loan-officer documents, and organize the file for submission.
Explore the platformBuilt for the work between first application and submission.
- Secure borrower and co-borrower document collection
- Needs lists, reminders and borrower status communication
- Digital URLA workflow with PDF and MISMO 3.4 export
- Pre-approval letters and fee worksheets in the same workspace
- Organized file output, archiving and audit-ready records
COMPARE THE OPERATING MODEL
One platform instead of a stack of disconnected steps.
Compare the day-to-day mortgage workflow side by side.
| Workflow | Disconnected Process | SentriDocs |
|---|---|---|
| Borrower documents | Email attachments, shared folders, manual renaming | Centralized searchable portal with consistent file naming |
| Loan application | Separate forms and manual re-entry | Step-by-step URLA with editable fields |
| File processing | Manual conversion, stacking and ZIP creation | PDF, ZIP and custom stack output |
| URLA output | Manual handoff between systems | PDF and MISMO 3.4 export |
| Bank statements | Manual requests and follow-up | Configurable collection with reminders and secure upload |
| Pre-approvals & fee worksheets | Separate documents and storage locations | Generated, emailed and stored in the borrower workspace |
| Archiving | Records spread across email, local folders and other systems | Organized audit-ready file archive |
| Borrower data | Policies depend on each provider | Client-only data segregation |
YOUR BRAND. YOUR CLIENTS.
Your borrowers are yours. Your data stays with you.
Put your company and loan officers in front of the borrower throughout the digital experience. SentriDocs is designed around your customer relationship and your mortgage business—not around monetizing borrower data.
OPTIONAL ADD-ON
Bring more borrowers into the same workflow.
Add branded public application funnels when you want SentriDocs working before the borrower reaches the core portal. Launch purchase, refinance, VA, FHA, jumbo, investor, commercial, reverse-mortgage or custom intake experiences without changing the system your team uses after the lead converts.
Explore application funnelsCustomer acquisition without a separate borrower handoff.
- Company and loan officer branding
- Clean company-specific URLs
- Custom questions, disclosures and workflows
- Mortgage-specific funnel options
- Available separately from the core SentriDocs platform
WE BUILD SOFTWARE
Built on a foundation of government contracting and secure application development.
When an off-the-shelf workflow is not enough, our application developers can extend SentriDocs with specialized mortgage workflows, integrations, automation, data projects and custom business applications.
KEEP THE FILE MOVING