Mortgage Document Collection: Revolutionise Your Mortgage Application Process with PlanetVerify

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


In today’s fast-paced financial landscape, mortgage lenders and brokers face the daunting task of balancing efficiency with compliance and security. Traditional document collection methods often lead to delays, security risks, and operational inefficiencies. Planet Verify stands at the forefront of this challenge, offering an innovative solution that redefines the mortgage application process for the digital age.


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 150,000 users, PlanetVerify is used by companies all over the globe to collect and manage sensitive client documents and information.  



Book Your Demo Today

Discover how PlanetVerify can elevate your mortgage document collection process. Book a demo now and step into a world of streamlined efficiency and security.

Transforming Mortgage Document Collection: A Client-Centric Approach

At PlanetVerify, we understand that every client’s needs are unique. That’s why our solution is designed to be adaptable, scalable, and personalised. Whether you are dealing with high volumes of applications or specialised compliance requirements, our platform is equipped to handle it all with unmatched precision and efficiency.

Join the Digital Mortgage Revolution

PlanetVerify is more than just a tool; it’s a partner in your digital transformation journey. With over 150,000 users globally, our platform is trusted by companies worldwide for secure and efficient document management. Experience a better way to handle mortgage applications – less hassle for your team, a superior experience for your clients.

Frequently Asked Questions (FAQs)

1 – How does PlanetVerify streamline the mortgage document collection process?

PlanetVerify automates and secures the mortgage document collection process, transforming traditional, manual tasks into a digital, efficient workflow. Our platform allows for quick collection and management of documents through a centralised dashboard, significantly reducing processing times and enhancing operational efficiency.

2 – Is PlanetVerify compliant with data protection laws?

Absolutely. PlanetVerify is fully compliant with major data protection laws, including GDPR, CCPA, and WCAG. We prioritise the security and lawful handling of all customer information throughout the mortgage application process.

3 – Can PlanetVerify integrate with my existing mortgage processing systems?

Yes, our platform is designed to integrate seamlessly with your existing systems. PlanetVerify offers customizable solutions to ensure a smooth integration that aligns with your specific business requirements.

4 – What kind of security measures does PlanetVerify implement?

Our platform is ISO 27001 certified, ensuring the highest standards of data security. We employ advanced encryption and secure data handling protocols to protect against risks associated with traditional document collection methods.

5 – How does PlanetVerify enhance the client experience in mortgage processing?

We offer a fully automated and branded mortgage application experience, eliminating the need for ad-hoc document requests. This not only streamlines the process for your clients but also ensures a consistent and professional interaction with your brand.

6 – What types of organisations can benefit from using PlanetVerify?

PlanetVerify is ideal for mortgage lenders, brokers, financial institutions, and any organisation involved in mortgage processing that requires efficient, secure, and compliant document collection and management.

7 – How does automation with PlanetVerify impact turnaround times for mortgage applications?

Our automation tools dramatically reduce the time required to process mortgage applications. By automating the collection and management of sensitive information and documents, we enable rapid turnaround times, enhancing overall efficiency.

8 – Are there any training or support services offered with PlanetVerify?

Yes, we provide comprehensive training and support to ensure you and your team can maximise the benefits of our platform. Our support includes personalised training sessions, webinars, and dedicated customer service.

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