MORTGAGE POINT OF SALE SOFTWARE
Mortgage POS software for professional borrower onboarding.
From the 1003 / URLA through an organized loan package, SentriDocs gives loan officers and mortgage brokers one branded POS workspace for borrower documents, needs lists, Non-QM bank statements, pre-approval letters and fee worksheet quote scenarios.
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 1003 / URLA
Guide borrowers through the 1003 / URLA and keep the completed application organized for PDF and MISMO 3.4 export to your LOS.
Borrower Portal, Loan Status & Documents
Keep borrowers informed of where their loan stands while securely collecting borrower and co-borrower documents in the same loan file.
Needs Lists & Borrower Updates
Show borrowers what is still needed, what has been received, and what comes next so they stay informed throughout the mortgage process.
Pre-Approval Letters & Fee Worksheets
Create pre-approval letters and quickly compare multiple fee worksheet quote scenarios for different down-payment options, including estimated payment and cash to close.
Non-QM Bank Statement Collection
Request 6, 12, or 24 months of bank statements for Non-QM bank statement loans with secure upload and an organized borrower record.
Loan Package & Archiving
Convert borrower uploads where needed, organize documents in the selected lender stacking order, and keep the application, disclosures, exports and loan package together.
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