Cumbersome document intakes cause borrowers to fall off, costing revenue and administrative time. Faster collection of materials from borrowers means faster determinations and closing.
Before Boilerplate, our clients were using email attachments to collect required lending documents and files, then using a spreadsheet to track open items. Not only is using a spreadsheet time consuming, labor intensive, and inefficient, it’s also extremely error prone.
With a click, request loan documentation with an easy to use portal, then sit back and watch the documents flow back to you.
Borrower portal view of open and closed items
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Wrong file submitted? Send an automated return notification with ease.
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Need something urgently? Set a deadline with both automated and manual reminder options.
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Automated Admin Dashboard to track submissions
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Borrowers click start and see an organized list of everything they need to provide.
Take out the guesswork - our dashboard allows for line-by-line status updates. No phone calls, follow-ups, or missing items.
Need a little more information before making a decision? Send another checklist to the borrower that makes clear what you need and let borrowers submit with a few clicks.
Are you tired of personalizing the same few documents for every new client? Once your documents are uploaded and tagged in our system once, you’re set - let your clients handle the rest.
Once your customers have the link, they can attach documents with ease - from their phone or computer.
Add your logo so it looks and feels like part of your system
Are you exporting your documents to a third party e-signature platform? Why add the extra step?
Handle all document intake, form agreements, and e-signatures, all in one place.
Everything you need, all in one place.
See completion status of all active clients, or break down specific users for a line by line status view.
No manual reports, no deep diving.
It’s easy to miss things if you don’t have a streamlined process.
With Boilerplate, you can send checklist reminders with a click, as well as set due dates - keeping your workflow on track.
It’s easy to miss things if you don’t have a streamlined process.
With Boilerplate, you can send checklist reminders with a click, as well as set due dates - keeping your workflow on track.
It’s easy to miss things if you don’t have a streamlined process.
With Boilerplate, you can send checklist reminders with a click, as well as set due dates - keeping your workflow on track.
Intuitive onboarding portals for staff and clients - no learning curve required.
From start to finish, all of your documents are conveniently stored, out of your inbox.
From application to financing disbursement (or rejection), there’s a lot of paperwork involved in load origination, processing, and data storage.
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