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Send one link. Borrowers upload income docs, bank statements, and ID. AI organizes everything. You get notified when they're done.
Set up in 2 minutes. No credit card required.
Three simple steps to faster closings
Create custom loan application forms with our drag-and-drop builder. Add a document checklist for income verification, assets, and ID. Combine both in a single borrower request.
Your borrower receives a simple link - no account needed. They fill out your application, upload pay stubs and statements, and see their progress. Works beautifully on any device.
Form responses are saved instantly. Documents are automatically classified by AI - pay stubs, W-2s, bank statements, tax returns. Watch progress in real-time and get notified when everything's complete.
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 a document, and our AI instantly knows if it's a pay stub, W-2, bank statement, or tax return. No manual labeling needed.
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.
Create form templates once, reuse them for every client. Clone requests to save time.
256-bit encryption protects your clients' sensitive documents and information in transit and at rest.
One plan. Everything included. No surprises.
Set up in 2 minutes. No credit card.
Got questions? We've got answers.
Our AI correctly identifies loan document types (pay stubs, W-2s, bank statements, tax returns) over 95% of the time. For the rare cases it's unsure, it flags the document for your quick review rather than guessing wrong.
No! Borrowers simply click the link you send them and start uploading. No account creation, no password to remember. Maximum simplicity means faster document collection.
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.
Absolutely! Our drag-and-drop form builder lets you create custom loan applications with text fields, dropdowns, checkboxes, and more. Built-in validation handles SSN, phone numbers, and email addresses. Save forms as templates to reuse.
Yes! You can use Intake for free with up to 3 borrowers. When you need to add more, upgrade to our Professional plan at $49/month for unlimited borrowers and all features.
Absolutely. We dedicate significant resources to integrating with the LOS systems you use. Use the feedback button to submit your integration request and we'll prioritize getting it done.
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.