Mortgage Document Collection

A faster, more secure, and compliant mortgage application process.


Today, many mortgage lenders and brokers are still using legacy tools to collect client information and documents — creating major time inefficiencies and opening the door to non-compliance and security risks. Other issues include:

  • Delays in loan applications.
  • High administrative costs and workload.
  • Lost and mishandled client information.
  • Legacy mortgage document collection processes taking time from core business activities.
  • Underwhelming client experience.
  • Compliance and security risks.


With PlanetVerify, the mortgage application process can be automated and secured — saving time, reducing security risk, and meeting data compliance requirements.

mortgage document collection tools

World-Class Customer Experience

New customers experience a seamless, fully automated, and on-brand mortgage application experience. No need for ad-hoc communication to new customers requesting their documents and information. 

Digital Transformation

PlanetVerify helps mortgage lenders to transform time-consuming manual activities into a fully compliant, secure, and automated digital mortgage application process.  New customer mortgage documents are collected automatically and applications can be bulk managed from a centralized dashboard. 

Mortgage document collection tips

Rapid Turnaround Times

Automate the mortgage application journey for dramatically reduced application processing times. Collect all the sensitive customer information, documents, and records you need in record time. PlanetVerify’s automation tools provide internal teams with versatile workflow and process improvement possibilities.

Enhanced Security

PlanetVerify’s ISO 27001 certified platform helps mortgage lenders to eliminate the security risks associated with legacy client document and information collection methods like email.

Data Compliance

Collect sensitive customer documents and information throughout the mortgage application process – while staying fully compliant with data protection laws such as GDPR, CCPA, and WCAG.


With over 100,000 users, PlanetVerify is used by companies all over the globe to collect and manage sensitive client documents and information.  


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A better experience for your clients, fewer headaches for your team. You’ll be set up in minutes.