DocuFlow Pro streamlines document collection for Australian brokers with secure client portals and AI-powered analysis, helping you cut admin time by up to 50%.
Designed by a banking solutions architect with deep knowledge of AU mortgage workflows.
Collecting documents for mortgage applications can be a relentless uphill battle. For brokers, it's a tedious cycle of chasing, tracking, and organizing. For clients, it can be confusing, overwhelming, and raise concerns about sharing sensitive information through insecure channels.
Introducing DocuFlow Pro: Your Modern, Intelligent Solution.
DocuFlow Pro offers a streamlined, secure online platform with powerful automated analysis, designed specifically for Australian mortgage brokers and their clients. We simplify the entire document collection and review process, saving you time, reducing stress, and enhancing security for everyone involved.
Easily define and tailor required document lists for each client case, ensuring you get exactly what's needed.
Send unique, secure links to clients, granting them access to their personalized document portal.
Gain real-time visibility into document statuses: "Requested," "Uploaded," and "Received/Pending Review."
Instantly understand document content. Our system automatically classifies document types, extracts key information, and provides concise summaries with confidence scores for each uploaded file.
Clients access their portal via a unique, secure link – no complicated logins to remember.
A straightforward list shows clients exactly what documents are needed for their specific application.
A trusted and secure environment for clients to upload their sensitive financial documents with confidence.
Receive timely reminders and easily track what they've submitted and what's still outstanding.
Drastically reduce manual chasing and administrative overhead for brokers.
Keep sensitive client data safe with secure storage and encrypted transmission.
Make document submission clear, easy, and stress-free for your clients.
Centralized dashboard for a clear view of all client cases and document statuses.
Ensure all necessary documents are collected consistently and tracked effectively.
Our intelligent system helps you quickly grasp document contents, identify critical data points, and make informed decisions without manual deep-dives. Speed up your review process significantly.
We understand the sensitive nature of financial documents. DocuFlow Pro is built with robust security measures, including secure document storage and encryption, to ensure your data and your clients' data is protected at all times. Trust us to handle your information with the utmost care and confidentiality.
Broker sets up a new client case, customizes the document checklist, and invites the client via a secure link.
Client accesses their secure portal using the link and easily uploads the required documents against each item.
Broker monitors submission and clicks to trigger automated analysis for instant document summaries, type classification, and key data extraction.
Join other forward-thinking Australian mortgage brokers who are saving time, enhancing security, and improving client satisfaction with DocuFlow Pro's intelligent document analysis.