DocOrder.app runs your entire origination desk — from a new lead's first email to signed, state-perfect loan docs. Instant quotes and e-signed term sheets, a branded borrower portal that reads documents itself and answers “what's my status?”, a pipeline that chases every file to complete, and — connect your inbox and it even learns how you work. Five products' worth of work in one link, and your clients only ever see your brand.
Six steps that walk a file its whole life — first touch to signed-ready loan documents. Click any step to see the actual screen.
A branded first-touch email goes out in one click — and starts the file at the very front of your pipeline.
Price it from your LTV rules; the borrower e-accepts a branded term sheet — which opens the file automatically.
Your borrower's white-label page — info, draws, escrow, e-sign — and it reads their documents for them.
A calm hub with a live checklist, appraisal & title, and a “just ask” assistant that answers their status.
Your control room — every file's stage, click-to-advance, the full activity timeline, and automatic reminders.
When the file's complete, a state-perfect package — every field filled and verified — in minutes.
Price it, paper it, chase it, read it, and generate it. The work other lenders split across five products and a paralegal — in one branded flow, under your name.
Turn a fresh lead into a branded first-touch email in one click — and start their file at the very front of your pipeline.
A tunable LTV engine prices any deal in one click, then turns the quote into a branded term sheet the borrower e-accepts — which opens the file.
Every file advances through explicit stages — lead → filed → quoted → signed → appraisal → loan docs — with a full audit trail and click-to-advance.
The required-document list adapts to each deal — purchase vs refi, entity vs individual, construction — so nothing's missed or over-asked.
Borrowers ask “what's my status? what do you still need?” and get a true answer from their own file — never anything personal — instead of calling you.
When a file opens, DocOrder auto-drafts the appraisal order and the title request to your predetermined vendors — pre-filled from the file, sent from your own email. You just click Send now — no wrong-vendor mis-sends.
Your funnel, conversion, time-to-close, and pipeline value — plus loans nearing maturity to re-originate.
One click pushes a new file into the pipeline software you already use — no re-keying, no passwords stored.
See when a borrower opened their link — and from which device, flagging a possible forward — plus every draft, upload, and question, timestamped.
When the file's complete, produce the note, deed, and package — every field verified, correct per state.
Every page wears your logo & colors — auto-pulled from your website.
OCR types extracted fields into the form — they only confirm what's left. Fewer errors, less friction.
Borrowers photograph a doc from their phone straight into the pipeline.
Borrowers pick a title company — or find one nearby — add their closer, and log appraisal timing, right on their page.
A built-in calculator lays out construction/rehab draws at closing.
Post an update the borrower sees on their file — a calm alternative to phone tag. Your internal notes stay private.
Platform consent, borrower authorization, and broker fee agreements.
Every file on its journey with search, State & account filters — open one for its full activity timeline and click-to-advance.
Connect Gmail, Microsoft 365, or IMAP read-only — DocOrder learns your flow and never sends, deletes, or marks anything read. Tokens encrypted; disconnect purges. Plus Dropbox & paste-a-link.
New here? DocOrder studies your files (or your connected inbox) and suggests exactly how to set up — reminders, templates, brokers — you approve each one.
Missing a document? Borrowers get nudged automatically until it's in.
Your team leaves attributed notes on any file — a private thread the borrower never sees.
Every submission & upload pings you — nothing slips.
Accent + banner, logo & header — every lender on your platform looks distinctly theirs, never the same site twice.
Toggle fields, mark required, add custom — your white-label loan submission form goes live at your branded apply page.
Each customer gets an isolated, scoped dashboard — only their own files.
Preview every page live — desktop & mobile — and edit your brand text from one screen.
Stripe checkout provisions a paid account automatically, by tier.
Neutral-software terms: your attorney-approved templates keep compliance.
Every borrower link carries a per-file security token — file numbers can't be guessed or walked to reach anyone else's data. Re-issue a link and the old one stops working.
HTTPS everywhere with strict-transport security and hardened, secure session cookies. Borrower document downloads use short-lived, single-file signed links.
Files and records persist to Google Cloud — not a disposable server disk — so nothing is lost on a redeploy. A built-in health check proves storage is live.
Keep every file as long as you choose — nothing is ever auto-deleted. Past your retention window, a file is simply flagged “safe to purge,” one confirmed click away.
Inbox connections are strictly read-only with encrypted tokens that purge on disconnect. The borrower assistant refuses personal data, and sensitive identifiers are excluded from extraction.
Every subscriber's files live in their own scoped space — one account can never see another's pipeline.
A calm, private-bank experience your borrowers open anywhere: live status, a “just ask” answer, their team's messages, and the signed-ready package. Every screen wears your colors — never ours.
DocOrder.app runs the whole document side on autopilot — reading, chasing, and assembling — so your team spends its hours closing, not keying. The gains compound every month.
The document engine the incumbents charge a fortune for — under your name, live in minutes. See what it costs →
Time figures are illustrative — your results depend on your files, templates, and volume.
Move up or down any month — no contracts. And roughly a quarter of what the attorney-doc platforms charge, because your attorney already wrote your templates.
Complete, state-specific closing packages from each file, in minutes. Billed per file — the rate drops as your tier rises.
How billing works. An active file is a borrower file you open or invite within the billing month — a returning borrower on the same file never counts twice. Go over your cap and it's just $35 / file; we notify you at 80%, so a busy month is never a forced upgrade. Annual plans include two months free. Every trial runs 14 days and includes one real file free, so you can actually close something. Per-file document generation is billed separately from your subscription.
Any borrower file you open or send a link to within the billing month — a returning borrower on the same file never counts twice. Old, closed files don't count against your tier. Go over your cap and it's just $35/file, and we notify you at 80%.
Yes — from Solo up, your clients see only your brand. On the Broker tier a small "Powered by DocOrder.app" badge remains. Everyone, at every tier, gets their own logo and colors.
Loan-document packages are billed per file, separate from your subscription: $195 on Broker, $165 Solo, $135 Studio, $110 Firm (negotiated on Enterprise). No subscription? $275/file pay-as-you-go, one branded link per file. It's roughly a quarter of what the attorney-doc platforms charge — because your attorney already wrote your templates.
Two ways, both privacy-first. Give any file its own forwarding address — you (or the title company, insurer, or borrower) send documents there and they file themselves to that file. Or, on Firm and up, connect your inbox read-only. Either way it only ever ingests documents tied to that file, never sends mail as you, and anything it isn't sure about goes to a review queue instead of auto-filing. Disconnect anytime.
No — and that's deliberate. Your documents come from your own attorney-approved templates; DocOrder.app is neutral software that fills and assembles them. Your counsel owns compliance, which keeps you (and us) on solid ground.
The engine generates business-purpose loan packages across states from your templates, with the correct governing-law conventions per state. Ask us about your specific states.
Minutes. Add your website, we pull your logo and colors, and your first branded client link is ready to send.
Anytime. Move up when your pipeline grows, down when it's quiet, or cancel outright — no contracts.
Live in minutes, priced per client, with the document engine the incumbents charge a fortune for.
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