Borrower Document Portal & Needs Lists
Keep borrower and co-borrower documents tied to the loan file, manage needs lists, and stop chasing attachments across email and text.
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.
VIDEO COMING SOON
Digital 1003 / URLA
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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
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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.
VIDEO COMING SOON
PRE-APPROVAL$650,000
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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
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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 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.
THE LITTLE TASKS ADD UP
Turn everyday loan-officer chores into a few taps.
A borrower texts a photo of an ID. Your lender needs a PDF. That small request can turn into email, downloads, conversion, renaming and another upload before the document ever reaches the borrower file. SentriDocs lets the loan officer put the image directly into the borrower file from a phone, name it there, and let Organize & Send handle the PDF conversion and lender stacking order later.
One ID can become a string of little tasks.
- 1Borrower texts the photo
IMG_4837.HEIC - 2Save the image to your phone
- 3Email the image to yourself
- 4Go to a laptop and open your email
- 5Download it again
IMG_4837 (1).HEIC - 6Convert it to PDF
IMG_4837.pdf - 7Rename it
Taylor - Drivers License.pdf - 8Upload it to the borrower file and verify it
And the fragments?
Messages • Photos • Sent Mail • Inbox • Downloads • Desktop
Upload. Rename. Organize & Send.
- 1From your phone, put the image in the borrower file
- 2Rename it
Taylor - Drivers License - 3When you use Organize & Send, SentriDocs converts the image to PDF and places it in the selected stacking order
- 4Delete the original text message from your phone
BORROWER FILE
Taylor - Drivers License
Named • Stored with the borrower • PDF created during Organize & Send
Fee worksheet from your phone
Show estimated payment and cash to close, then send the worksheet to the borrower in seconds.
Pre-approval from the portal
Create and send a polished pre-approval letter without going back to your desk.
Portable file when you are ready
Export the application in PDF and MISMO 3.4 and keep the borrower documents organized with the loan.
Application. Documents. Quotes. Pre-Approval. One organized file.
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 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 documents | Email attachments, shared folders, manual renaming | Centralized searchable portal with consistent file naming |
| 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.
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