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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

MortgageExchange®

Productivity Applications

Deploy customized desktop layouts for maximum efficiency

SMART Email Signatures

App Pilot®

Virtual Desktops

Server Hosting in Microsoft Azure

Protect your client and company data with BankGrade Security

PointCentral Private 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
Required

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 5x bigger than the 20 MB Outlook limitation.

Avoid Compliance
Violations


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. 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.

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

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.

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Advanced Encryption and Secure Data Storage

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.

Talk to an Expert
Portrait of a cheerful businesswoman sitting at the table in office and looking at camera
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

Billed monthly
Billed annually
Free-Trial Basic
Monthly Price New
$ 0
$ 6
per/mo
New
$ 19
$ 7
per/mo
Section Title
 

Document Guardian Makes Your Borrowers' Lives Easier in 1, 2, 3...

Your borrower clicks the secure send link in your email signature to open your file drop page
Your borrower attaches up to 500 documents and clicks send
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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FAQ

 

Learn more about DocumentGuardian: