Are you still checking and verifying documents manually?
- Chasing clients for missing documents
- Paperwork causing delays to submitting an application
- Lots of time for you or an employee spent checking and verifying documents
Many brokers are still checking and verifying documents manually, and it's a major bottleneck in their business. The world has moved on, and you need to move with it.
Did you know?Mortgage brokers spend up to 40% of their time chasing documents. Missing paperwork delays 60% of applications. And manual processes can stretch closings to 47 days.
Take this free readiness assessment to see how mature your document processing is compared to other brokers.
Introducing DocuFly
Paperwork is a pain. Let's fix that.
We've built a team of AI agents to automate your entire document processing requirements, and created a secure platform to store and manage your cases.
A Full Team of AI Agents
Under the bonnet, there's an entire team of AI agents, working together to verify and validate every datapoint on every document submitted. Each agent has a specific role to play, and they work together to ensure that the document is processed accurately and efficiently.
Secure End-to-end Encrypted Document Storage
Data is encrypted at rest and in transit, and stored in a secure cloud storage location, ensuring that your clients documents are safe and secure.
Client Portal
A simple and easy to use portal where clients can upload their documents, view real-time feedback on their documents and track the status of their application.
Broker Case Management Portal
An easy to use dashboard, desigend specifically for brokers, and perfect to manage your cases and clients.
Realtime Updates & Feeback for Clients
Rather than a back and forth between you and your clients, DocuFly provides realtime updates and feedback on their documents, and allows them to upload any missing documents directly into the system, so that the whole process can be completed in a single session.
Simple on the surface, but complex behind the scenes.
Get up and running in 5 minutes.
Step 1Create Account
Sign up to create an account and fill out some basic information about your business.
Step 2Create a Case
Add the details of the case you're working on, and the documents that are required.
Step 3Invite Client
An invitation email will be sent to the client, with a link to the case. They can then upload their documents and track the status of their application.
Any Questions?
How does Docufly’s AI enhance mortgage processing?
Docufly uses a team of AI agents that work collaboratively to build a holistic understanding of each mortgage case. Rather than assessing documents in isolation, the system learns progressively from every new piece of information, creating a more complete and accurate client profile.
Does Docufly’s AI replace the role of a mortgage broker?
No. Docufly is designed to support brokers, not replace them. It automates repetitive tasks and provides intelligent insights, allowing brokers to focus on delivering tailored advice and building client relationships.
Can Docufly interpret complex financial or employment situations?
Yes. Docufly’s AI agents analyse documents contextually, enabling them to understand non-standard income sources, self-employment, and variable earnings more effectively than traditional systems.
How does Docufly assist with document assessment and verification?
The platform automatically validates key documents, flags inconsistencies, and identifies missing information. Its AI agents work together to ensure that each document contributes to a broader understanding of the case.
Does Docufly offer a secure way for clients to upload documents?
Yes. Docufly includes a secure borrower document upload portal, allowing clients to submit sensitive financial documents safely. The portal uses encrypted cloud infrastructure and complies fully with GDPR and lender data protection standards.
Will using Docufly compromise client privacy or data security?
Security and privacy are top priorities for Docufly. The platform uses encrypted cloud services and industry-standard security protocols to protect sensitive client data. It complies fully with GDPR and does not access private financial information without strict controls in place.
How does Docufly reduce human error in mortgage applications?
Human error can lead to missing documents, incorrect data entry, and inconsistent assessments in mortgage processing. Docufly reduces these risks by automating key parts of the workflow. Its AI agents cross-reference documents, flag discrepancies, and ensure completeness, helping brokers avoid mistakes that could delay approvals or lead to non-compliance.
As your business grows, so does your document processing needs.
Pay per case, not per document. We've got you covered.
