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Organize loans into deals with multiple parties. Send fillable 1003s and disclosures for e-signature. AI classifies every document. You control when requests close.
Set up in 2 minutes. No credit card required.
See how it works in 60 secondsThree simple steps to faster closings
Start from a deal template (or build your own). Add parties — borrower, co-borrower, escrow, title, insurance. Upload fillable 1003s and disclosure packages for e-signature. Add document checklists for each party.
Your borrower receives a simple link - no account needed. They fill out applications, sign disclosures, upload pay stubs and statements, and see their progress. Works on any device.
Form responses are saved instantly. Documents are classified by AI — pay stubs, W-2s, bank statements, tax returns. Preview files in-browser. Unexpected documents? Create new checklist items on the fly. Mark requests complete when you're ready — and reopen for post-closing items.
Built for busy mortgage professionals who value their time
Build custom intake forms in minutes. Text, email, phone, SSN, dropdowns - with built-in validation for common formats.
Upload any PDF. Intake detects existing form fields or lets you place your own. Add signature fields. Clients fill and sign in the browser.
Upload a document, and our AI instantly knows if it's a pay stub, W-2, bank statement, or tax return. No manual labeling needed. Unexpected doc? Create a new checklist item right from the classification.
Set it and forget it. Clients get gentle email reminders until everything is complete.
Clients fill forms and upload documents from any device. Snap photos directly from their phone.
REST API, webhooks, and native MCP server. Let Claude, GPT, or your custom agent manage the entire intake workflow programmatically.
Add your logo and brand colors. Clients see your brand on the portal and every email — not ours. Build trust from the first click.
256-bit encryption protects your clients' sensitive documents and information in transit and at rest.
Preview PDFs, images, and signed documents right in your browser. No downloading needed — review everything in one place.
One plan. Everything included. No surprises.
Set up in 2 minutes. No credit card.
Got questions? We've got answers.
A deal groups everything for a single loan — borrower, co-borrower, escrow, title, and more. Each party gets their own portal link scoped to only their requests. Start from a deal template or build from scratch. Deals are optional — standalone requests still work exactly as before.
No problem. When our AI classifies a document that wasn't on the original checklist, you can create a new checklist item right from the upload — keeping everything tracked in one place. The full loan file history stays in your checklist.
Yes! PDFs and images open in a slide-over panel right in your browser — on the dashboard and in the client portal. No more downloading every file to check it. Non-previewable files (ZIP, DOCX) still download normally.
No — you control when requests close. When all items are received, you'll see a banner, but the request stays open until you click Mark Complete. Need more docs after closing? Hit Reopen and the request is back in progress. Built for post-closing and audit workflows.
Absolutely. We use 256-bit encryption for all data in transit and at rest. We never share or sell data. Financial documents are stored securely and you control retention policies.
Yes. Intake has a REST API and real-time webhooks that integrate with Make.com, Zapier, or any system that supports HTTP. Automatically push document status to your LOS, create CRM records when deals are started, or trigger follow-ups when requests complete.
Yes! You can use Intake for free with up to 3 borrowers and 1 active deal. When you need more, upgrade to our Professional plan at $49/month for unlimited borrowers, deals, and all features.
Your borrowers have the documents. Set up Intake in 2 minutes and send your first request today.
Send Your First Request Free3 clients free forever. No credit card.