External collaboration
‍for mortgage brokers

Streamline the mortgage application process for your borrowers

Meet Tom, a client-focused mortgage broker. Tom works with borrowers/applicants, real estate agents/realtors, lenders, lawyers, and other professionals to secure financing for real estate purchases. He and his team use all sorts of tools, including mortgage origination software.

Tom trusts TakeTurns over email for collaborating with borrowers.

Tom, Mortgage Broker

All Tom needs to collaborate efficiently with his clients

Invite people to a secure workspace

Invite your counterparts and your team to a TakeTurns Collaboration. Securely share or request any file or document.

Participants just have to verify their email, it's easy and secure.

Why is it better than email?

✔ Control who has access
✔ Set roles
✔ Share any document or file
✔ Create formal file requests
✔ Invite ghosts (a better bcc:)

Collaborate turn-by-turn

Both parties take turns to review and edit content. Participants are notified when it's their turn.

You always know whose turn it is to work.

Why TakeTurns is better than email?

✔ Structure your collaborations
✔ See content & messages in one place
✔ Recall your turn (it actually works!)
✔ Set deadlines
✔ Chat with all participants

Track all file revisions

Participants upload file revisions to TakeTurns. All versions are automatically tracked.

You know who did what and when.

Why TakeTurns is better than email?

✔ See version history for every file
✔ Preview files before download
✔ Mark versions for review

See the big picture

At any time, anyone can see a complete timeline of the entire collaboration

Why TakeTurns is better than email?

✔ See everything that happened
✔ Bring anyone up to speed quickly
✔ Follow activity of team members

Archive in one click

When you're done, wrap-up to archive your content for all participants

Why TakeTurns is better than email?

✔ Formal close of a collaboration
✔ Automated archive
✔ Comply with record retention rules
✔ Comply with privacy regulations

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

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

For professionals, external collaborations frequently include document requests. In this blog post Matthieu Rocher describes how a mortgage broker is using the TakeTurns file requests feature during the mortgage application process.

What tools do you use for external collaboration?

What tools do you use for external collaboration?

While professionals are well equipped for internal collaboration, they still don’t have a great way to work with external parties. In this article, we review the options for working with external parties such as clients or partners.

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

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

Electronic signature, or eSignature, changed how we sign contracts but did not address the inefficiencies we experience pre-and-post signature in the contract negotiation and execution process.

Things you can do with TakeTurns

Educate clients
Manage the mortgage pre-approval process
Collaborate on application
Request documentation from borrowers (proof of income, residency, assets, etc).
Collaborate on property appraisal
Help establish escrow accounts
Create a closing package
Manage renewals and adjustments

Learn more

Help Center

Learn how to use TakeTurns in our Help Center

Subscribe to our YouTube Channel

Subscribe to our YouTube channel

Follow us on LinkedIn

Follow us on Product Hunt

Go async eBook

Check out our YouTube Channel

Visit giveaturn.org