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Information Security Compliance

Add security and compliance to Microsoft 365

BI Reporting Dashboards

Realtime pipeline insights to grow and refine your learning operation

Mortgage BI

Integrations for Banks & Credit Unions

Connect LOS, core platforms, and servicing system


Productivity Applications

Deploy customized desktop layouts for maximum efficiency

App Pilot

Server Hosting in Microsoft Azure

Protect your client and company data with BankGrade Security

PointCentral Server Hosting

The Easy Way for Borrowers to Send Encrypted Documents

Add a secure send link to your email signature so your borrowers stop emailing you their personal information.


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No Borrower Login

Effortless security and control without requiring your borrowers to create an account. Drag, drop, send - no password required.

Send Large Disclosure Packages

DocumentGuardian enables you to send and receive extra-large file attachments -- up to 25x bigger than the 20 MB Outlook limitation.

Avoid Compliance

Don't be the lender who is caught with borrowers' sensitive information in an unprotected email. Protect your reputation and your borrower's data.


Easy and Efficient Document Transfer

Give your borrowers the convenience they deserve. No more printing, scanning, and mailing. DocumentGuardian makes it simple for your borrowers to upload, send, and receive mortgage documents from the comfort of their home. With just a few clicks, everything you and your borrower needs will be in one place.

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Impress Your Borrowers with a Secure Document Send Link in Your Email Signature

With DocumentGuardian, you can make a lasting impression on your borrowers and show them that your company is at the forefront of security technology. Your users will receive a custom link to include in their email signature, showcasing your use of cutting-edge document send and transfer technology. Your borrowers will not need to create an account, making the process even more convenient for them.

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Advanced Encryption and Secure Data Storage

With DocumentGuardian, your borrowers' sensitive information is always protected. Our platform uses industry-standard encryption and secure data storage to keep their information confidential and safe.

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Every loan officer should have this. Even though I have a secure website I have my clients upload documents to, they have to sign in and create a password. I still have renegade clients that just email to me and I can't control them from doing it. This way, it is as easy for them as email.
Debbie Cheselske
C2 Financial Corporation

Plans and Pricing


Annual Term
Monthly Term
Document Guardian Lite Document Guardian Pro(Starter) Document Guardian Professional Document Guardian Advanced

$ 9
$ 10.80
per user

$ 19
$ 22.80
per user

$ 59
$ 70.80
per month

$ 79
$ 94.80
per month
Plan user limit
Maximum plan user count. Call for pricing on the Professional and Advanced plans requiring over 15 users.
2-user plan limit
up to 15 users included
up to 15 users included
Company user limit
Maximum total user count.
Max file size per send or receive
Maximum file size per send or receive.
25MB (limited)
Max file storage
250MB (limited)
File retention period
Number of days files are stored before deletion.
Delegate user access
Assign file access to one or more persons who require access to the returned files.
Encryption type: 256-bit FIPS¹
See the definition below.
Auto encryption
All files are auto-encrypted.
Proof of Encryption
All files are auto-encrypted.
Request and receive
Request files via email and send secure messages.
Automatic malicious file scan
Automated virus scanning and protection from malicious file types.
Drag, drop, send
Drag and drop files for quick and easy sending.
Personal file drop link (email)
A drop link based on the user's email address. Link does not expire.
Personal file drop link (random)
A drop link that other can't guess. User can expire.
Document specific file drop link with password required option
Create a single document download link and require authentication.
Access by recipient only
Access to the Secure and Files only by a specific individual. This is the default and most restrictive option available.
Access by anyone (secret link) with authentication
Access to the Secure and Files if they know the randomized Secure Message ID. Requires authentication.
Access by anyone (secret link) without authentication
Access to the Secure and Files if they know the randomized Secure Message ID. Authentication not required.
Require recipient authentication
Require authentication before viewing the message and downloading the attachment.
Message expiration by date
Set when the attachment download expires.
Message expiration by download count
Define how many times the recipient may download the attachments.
Download return receipt
Sender receives a download receipt for written confirmation.
Recipient can reply option
Recipient may reply to the message.
Send a copy to self
Send a copy of the email to yourself for documentation.
Private message option
Send a Private Message with or without attachments.
FIPS¹ - Federal Information Processing Standard. 256-Bit Encryption: 256-bit encryption is refers to the length of the encryption key used to encrypt a data stream or file. A hacker or cracker will require 2256 different combinations to break a 256-bit encrypted message, which is virtually impossible to be broken by even the fastest computers.

Document Guardian Makes Your Borrower's Life

Easier in 3 Simple Steps

Your borrower clicks the secure send link in your email signature to open your file drop page
Your borrower drags or attaches up to 500MB of  documents and clicks send. That's a lot of documents!
Give your borrowers the peace of mind that comes with knowing their information is protected and easily accessible.
Trusted by leading peers:
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Learn more about DocumentGuardian: