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Why Mortgage Originators Choose Sentridocs

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Eliminate email chaos—borrowers upload into one centralized, searchable portal with consistent file naming and one-click retrieval.

Intuitive, step-by-step URLA form with live Fannie Mae validation and editable fields before export.

Borrowers scan or upload any document/image type; files are processed and output in PDF, ZIP, or custom stack order.

Your completed application exports only as PDF or MISMO 3.4—ensuring compliance and easy import to your LOS.

Easily collect up to 24 months of bank statements—automated reminders, secure uploads, and organized retrieval per borrower.

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.

Archive all uploaded documents, disclosures, closing files, exports, and communications in a secure, tamper-evident audit trail to meet compliance requirements.

We never share your borrowers’ data with insurance brokers, lead-gen firms, or any third parties—your data stays yours alone.

Key Features

Sentridocs takes the complexity out of mortgage processing. From digital applications to effortless document handling, every feature is crafted to save you time, impress borrowers, and keep you fully compliant—without lifting an extra finger.

Digital Loan Application

step-by-step URLA with built-in Fannie Mae validation and fully editable fields.

Document Collection & Export

accept many file types; mobile scan-to-phone uploads; convert images to PDF/ZIP; download URLA as PDF or MISMO 3.4.

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Frequently Asked Questions

Charge starts at signup—$39/mo. If you’re not satisfied within 30 days, request a full refund, no questions asked.

Most Clients are up and running within hours—no developers needed. If you are setting up a team and require customizations, we can do that quickly.

Yes—your portal is white-labeled and styled to look like your own site.

Easily configure automated requests for up to 24 months of statements; borrowers receive reminders and upload directly to the portal.One of our key features for Bank Statement loans, we have this covered saving hours of file ordering and re-naming.

Select a borrower record, click “PA” or “FW”, and we’ll email a PDF to the borrower with the details you provide and store a copy in your portal.

No—your borrowers’ documents and data are segregated per client and never shared with insurance brokers, lead-gen firms, or any other third parties.

Yes—we maintain PCI DSS compliance for any payment data handling and rely on industry-standard encryption.

We leverage end-to-end encryption, firewalls, and continuous monitoring to protect your data. Built on a government-grade cloud platform with FedRAMP-authorized infrastructure and industry-standard controls (encryption, continuous monitoring, identity-based access, and audited compliance frameworks such as NIST/ISO/SOC).

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A Point-of-Sale platform that puts you in control—streamlined, efficient, and unrivaled in performance.