Borrower Portal, Loan Status & Needs Lists
Keep borrowers informed throughout the mortgage process with a clear loan status, an up-to-date needs list, and one place to upload requested documents.
Your expertise. Your brand. A cohesive client experience.
ENJOY THE BENEFITS OF A FULLY-AUTOMATED MORTGAGE BUSINESS
MORTGAGE POINT OF SALE SOFTWARE
Mortgage point of sale software for professional mortgage onboarding.
SentriDocs is mortgage point-of-sale (POS) software built for the work between first borrower contact and a submission-ready loan file: digital 1003 / URLA, borrower documents, needs lists, Non-QM bank statements, pre-approval letters, fee worksheet scenarios, MISMO 3.4 export and organized loan packages.
VIDEO COMING SOON
Digital 1003 / URLA
▶01
Digital 1003 / URLA
Guide borrowers through the 1003 / URLA, keep borrower data organized, and export the completed application as PDF or MISMO 3.4 for LOS import.
VIDEO COMING SOON
Borrower Documents
▶02
Borrower Portal, Loan Status & Documents
Give borrowers one secure place to see where their loan stands, review their needs list, upload requested documents, and understand what comes next.
VIDEO COMING SOON
PRE-APPROVAL$650,000
▶03
Pre-Approval Letters & Fee Worksheets
Create pre-approval letters and quickly build multiple fee worksheet quote scenarios for different down-payment options, with estimated payment and cash to close for each.
VIDEO COMING SOON▶
APPLICATION
→SUBMISSION READY
04
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 1003 / URLA
Intuitive, step-by-step 1003 / URLA with editable fields, PDF output, and MISMO 3.4 export for LOS import.
Loan Package Preparation
Accept borrower images and documents, convert files to PDF when the package is prepared, and organize the loan package in the selected lender stacking order.
1003 / URLA Export
Export the completed application as PDF or MISMO 3.4 for a clean handoff and easy import to your LOS.
Non-QM Bank Statement Collection
Collect 6, 12, or 24 months of bank statements for Non-QM bank statement loans with secure uploads, reminders, and an organized borrower record.
Pre-Approval Letters & Fee Worksheets
Create pre-approval letters and multiple fee worksheet quote scenarios for different down-payment options, showing estimated payment and cash to close for each, then send and store them with the borrower file.
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
- Borrower loan status, needs lists, reminders and next-step communication
- Digital 1003 / URLA with PDF and MISMO 3.4 export for LOS import
- 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 portal | Status updates, document requests and attachments spread across calls, texts and email | Loan status, needs list and requested documents in one borrower portal |
| 1003 / URLA | Separate forms and manual re-entry | Step-by-step 1003 / URLA with editable fields |
| Loan package | Manual conversion, renaming, stacking and ZIP creation | PDF, ZIP and selected lender stacking order |
| LOS handoff | Manual application re-entry between systems | 1003 PDF and MISMO 3.4 export for LOS import |
| Non-QM bank statements | Manual requests and follow-up | 6, 12, or 24-month 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.
LEAD FUNNELS
Bring more borrowers into the same workflow.
Add branded public Lead 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.
View Lead Funnel DemosCustomer 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.
BUILT BY APPLICATION DEVELOPERS WHO UNDERSTAND MORTGAGES
Your business, beautifully presented. The details, taken care of.
We are application developers with decades of mortgage industry experience. Bring your website, Lead Funnel, and Borrower Portal together in one place. We look after the technical details so you can focus on building relationships. Present your business professionally and give every prospective borrower a thoughtful, welcoming path from first impression to application.
Your clients are your most valuable relationships. Let’s make their first impression—and every step that follows—reflect the care you put into serving them.
A thoughtful application experience.
Borrower Portal
$39 per seat/month
Billed monthly.
$399 per seat per year
Billed annually upfront.
Save $69 compared with 12 monthly payments.
Billed annually upfront.
Save $69 compared with 12 monthly payments.
- Secure applications, borrower documents and needs lists
- Loan-officer tools
- Up to 20 new loans per month per seat
Welcome your next opportunity.
Custom Lead Funnel
$69/month
Billed monthly.
$799 per year
Billed annually upfront.
Save $29 compared with 12 monthly payments.
Billed annually upfront.
Save $29 compared with 12 monthly payments.
- One hosted Lead Funnel
- A focused, branded path for prospective borrowers
Annual plans include initial branding and funnel customization within a written, agreed scope. Additional development and integrations are scoped separately.
Discuss your Lead FunnelEverything working together in one place.
Complete Bundle
$99/month
Billed monthly.
$1,099 per year
Billed annually upfront.
Save $89 compared with 12 monthly payments.
Billed annually upfront.
Save $89 compared with 12 monthly payments.
- One custom mortgage website
- One Borrower Portal seat
- One hosted Lead Funnel
Annual plans include initial branding and funnel customization within a written, agreed scope. Additional development and integrations are scoped separately.
Discuss the Complete BundleExisting customers retain their agreed pricing. Domain registration and renewal, advertising spend, PPC campaign management, and additional development are separate.
KEEP THE FILE MOVING