Mortgage Brokerage Software | Structured and Secure

In the mortgage application process, mortgage brokers collect a lot of files and documents from their clients. Email is used as the primary tool for document collection. And, as we’re sure you have experienced, email quickly creates chaos.

One way TakeTurns addresses this problem with TakeTurns file requests. It’s a simple way to create a checklist of required documents and files and track fulfillment. At a glance, you and your clients can see what requests have been fulfilled and which are still outstanding. In addition, all content and communications related to the mortgage application is in the TakeTurns collaboration. Having one place to go makes it easy for you and your client to keep up to date and obtain everything you need when you need it.

Learn how to improve your mortgage collaborations

Improve Compliance with the Collaboration Ledger
TakeTurns is built on an immutable and secure ledger, it’s a timeline of your customer interactions. It contains every document your customer submits and every message you exchange as part of the mortgage application process, making it easy to stay organized and compliant.

Stop emailing, start inviting

Invite your clients to a secure workspace where you share and request mortgage application documents. All they need to do is verify their email address. Passwordless invites are easy and secure.

There's only one thread for your entire application process. It's clear and transparent for everyone.

No more confusing cc: lists. You know who's in each party and what their roles are.

Request mortgage application docs from clients in TakeTurns

Collaborate on mortgage applications in TakeTurns

Share and collect docs turn-by-turn

It's always clear whose turn it is to work. You trade control with your client over the entire mortgage application process to request and review documents. Should issues arise, use the built-in chat to start a discussion.

Your clients can upload requested documents. TakeTurns replaces the disorganization created by email.

Track versions automatically

Each party can upload revisions of documents. TakeTurns automatically tracks versions so you always know who did what and when.

No more confusion on which is the last version of a file

Track mortgage application doc versions in TakeTurns

See the big picture

With Recap, all participants can see a complete timeline of the mortgage application process to understand who did what and when.

Recap is great to keep track of a process, but also to get new joiners up to speed.

One-click archiving

When your mortgage application process is done, wrap it up to formally close it and generate a full archive with all documents and messages between parties.

Save hours of manual archiving of emails and attachments

Improve the experience for you and your clients

Structured

Track checklist progress

When documents are requested via Taketurns requests, the status of each request is clear for everyone. Brokers and clients will both be able to see the progress at a glance. And brokers won’t have to manually collect documents from scattered emails.

Secure

Comply privacy obligations

The timely removal of an applicant’s personal data and documents is an important legal obligation for mortgage brokers. In email, this is labor intensive, manual process and often confidential documents are inadvertently retained. In TakeTurns, after a retention period, all data pertaining to the collaboration is automatically removed.

Transparent

Maintain version history

By keeping all the requests, messages, content related to the mortgage in one place, both parties have complete visibility into the progress towards signing.

Mortgage Brokerage

Stop emailing, start inviting

Share and collect docs turn-by-turn

Track versions automatically

See the big picture

One-click archiving

Learn why mortgage brokers are adopting TakeTurns
as their go-to collaboration app

How a mortgage broker uses TakeTurns to request documents from his clients

What tools do you use for external collaboration?

eSignature is not enough: the rise of pre- and post-signature automation

Improve the experience for you and your clients