No Borrower Login
Required
Effortless security and control without requiring your borrowers to create an account. Drag, drop, send - no password required.
Information Security Compliance
Add security and compliance to Microsoft 365
BI Reporting Dashboards
Realtime pipeline insights to grow and refine your learning operation
Integrations for Banks & Credit Unions
Connect LOS, core platforms, and servicing system
Productivity Applications
Deploy customized desktop layouts for maximum efficiency
Server Hosting in Microsoft Azure
Protect your client and company data with BankGrade Security
Effortless security and control without requiring your borrowers to create an account. Drag, drop, send - no password required.
DocumentGuardian enables you to send and receive extra-large file attachments -- up to 5x bigger than the 20 MB Outlook limitation.
Don't be the lender who is caught with borrowers' sensitive information in an unprotected email. Protect your reputation and your borrower's data.
Give your borrowers the convenience they deserve. No more printing, scanning, and mailing. Document Guardian 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 they need will be in one place.
With Document Guardian, you can make a lasting impression on your borrowers and show them that your company is at the forefront of technology. Your company will receive a custom link to include in your 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.
With Document Guardian, your borrowers' sensitive information is always protected. Our platform uses industry-standard encryption and secure data storage to keep their information confidential and safe.
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.
DocumentGuardian uses 256 bit ssl encryption.
Documents are stored in Microsoft Azure the most secure data center in the world.
We’re gonna have to double-check, but we think it's 1g. Give us a call and we can clarify!
We delete all documents received after 30 days. We do not save any permanent copies of your documents.
Yes! Document Guardian is SSAE 18 SOC 1 Type II certified
Yes. Upon request, we can provide an extensive due diligence package.