Secure Document Portal
Give your clients a professional, secure way to submit loan documents. No more chasing files over email — send a secure link, define what you need, and track progress in real time.
How it works
Create a portal
Set up a portal with your contact details, instructions, and document checklist.
Share the link
Send your client a secure link — they verify via email OTP.
Receive documents
Client uploads against the checklist. You're notified when they're done.
Secure, simple, professional
Everything you need to collect client documents without the back-and-forth.
Custom Instructions
Add your broker contact details and personalised instructions so clients know exactly who they're dealing with and what to do.
OTP Email Verification
Clients verify their identity with a one-time passcode sent to their email. No passwords to remember, no accounts to create.
Custom Document Checklist
Define exactly which documents you need from each client. They see a clear checklist and can upload against each item — no guesswork.
Progress Tracking
See at a glance which clients have submitted documents and which are still outstanding. Follow up with confidence instead of guessing.
Instant Broker Notification
When a client completes their submission, you're notified immediately by email with a summary of what was uploaded — so you can begin review straight away.
Bank-Level Security
Documents are encrypted in transit and at rest. Access is time-limited and authenticated. Your clients' sensitive data stays protected.
About QualifyMate Secure Document Portal
QualifyMate's Secure Document Portal replaces the email back-and-forth of collecting mortgage documents. Create custom checklists, share a secure link with OTP email verification, and get notified when clients submit their files. All documents are encrypted and stored in Google Cloud's Sydney data centre. Once collected, process them instantly with AI Document Analysis or the AI Document Renamer.
10x Your Mortgage Broking Back Office.
Assess documents for mortgages in minutes, not hours.