THE SENTRIDOCS PLATFORM
Everything your team needs between application and submission.
One branded mortgage workspace for the borrower application, document collection, needs lists, pre-approvals, fee worksheets and submission-ready output.
PRIMARY BORROWERApplication in progress
78% complete
FROM FIRST CLICK TO NEXT STEP
Built around the work repeated on every loan.
Keep borrower-facing and loan-officer work connected instead of spreading it across inboxes, folders and disconnected tools.
Digital Mortgage Application
Guide borrowers through the application and keep the completed information organized for PDF and MISMO 3.4 output.
Borrower Portal & Documents
Collect borrower and co-borrower documents securely, manage needs lists, and keep uploads tied to the loan file.
Needs Lists & Communication
Keep outstanding items visible and give borrowers a clear path for completing what the loan still needs.
Pre-Approvals & Fee Worksheets
Create and store the loan-officer documents used throughout the pre-approval and scenario process.
Bank Statement Collection
Request configurable statement periods with secure upload and an organized borrower record.
File Output & Archiving
Keep application data, disclosures, documents and exports together for a cleaner handoff and audit trail.
YOUR BRAND. YOUR CLIENTS.
Your borrower relationship stays yours.
SentriDocs keeps the mortgage company and loan officer in front of the borrower throughout the digital experience, with company-specific branding and client-only data segregation.
SEE THE WORKFLOW