Lender document management software

Faster and more organized - Streamline Loan Applications

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.

Make it easy on yourself, and the borrower

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

Wrong file submitted? Send an automated return notification with ease.

Need something urgently? Set a deadline with both automated and manual reminder options.

Automated Admin Dashboard to track submissions

We help lenders streamline

Loan support document intakes

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.

Followup requests

Maintain electronic audit trails of all your signed contracts and consent forms. Boilerplate® keeps your critical documents secure round the clock with enterprise-level cloud security.

Features

Secure intake Portals

Prefill Docs

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.

Easy Document Upload

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

E-signature

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.

Dashboards

Track Submissions

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.

Automated Reminders

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.

Easy Integration to your processes

User friendly for staff and customers

Intuitive onboarding portals for staff and clients - no learning curve required.

Streamlined process

From start to finish, all of your documents are conveniently stored, out of your inbox.

Industries we help

From application to financing disbursement (or rejection), there’s a lot of paperwork involved in load origination, processing, and data storage.

Individual

Boilerplate® can streamline document intake, review, and storage for individual loans.
It doesn’t matter if you’re a retail bank, mortgage banker, or mortgage broker, you’ve got enough in your inbox. Streamline and optimize with our cloud-based document management software.

Automotive

Whether it’s an in-house lender, a credit union, or another vehicle loan, driving a car off the lot is never quite as easy as you’d expect.
If you’d prefer to quickly generate, sign, and send PDFs on a desktop or mobile platform, you’ll want our help.

Small Business + SBA Loans

Business owners typically receive funding through traditional banks, online lenders, or community lending institutions.
The process of applying, reviewing, and receiving these funds is rarely straightforward and requires lots of support files. Boilerplate® changes that.
By streamlining the process of filling, uploading, and reviewing these documents, your lending institution can do more with less.
‍Learn more

Mortgages and Home Equity

Home loans require an extensive review of the potential homebuyer's financial habits; pay stubs, tax forms, assets, and other financial indicators all must be reviewed.
Without a streamlined system for uploading, filing, tracking, and reviewing these requests, you might find yourself quickly drowning in paperwork - especially if the paperwork comes in sporadically.
Don’t lose borrowers because they’re uncertain what they still need to provide.

Solar

There are many documents involved in the process of solar financing. From city and residential permits to loans origination, the process is tedious and time consuming - leading to high churn from homeowners.
With a streamlined process, your documents can be collected and filled in a matter of minutes - drastically streamlining your customers' experience.

Specialty Lending

Software often doesn’t existing for managing documentation requests for specialty lending. Create reusable checklists for each scenario, then send them in just a few clicks.
Watch the submissions roll in without a bunch of unnecessary back and forth with the borrower– everyone involved knows exactly what’s open and closed.

Boilerplate® Streamlining and Optimizing Document Intake Workflow for Lenders