Built for licensed mortgage professionals across North America.
Mortgage applications, document collection, lender packages, compliance delivery, e-signatures, renewals, appointments, reviews, and marketing tools for licensed mortgage professionals across North America
Collect a complete mortgage application before the documents. A guided, interview-style wizard walks you through every deal detail - applicant info, income, assets, liabilities, subject property, and requested mortgage - and auto-saves as you go.
Request documents from borrowers with one click. Automated email reminders until complete. Real-time progress tracking on every deal.
Generate professional PDF packages with all documents merged. Send to lenders with one click. Track lender approvals and declines.
Complete submission packages including lender commitment, borrower documents, and compliance forms. Organized and indexed PDFs ready for your brokerage records.
Order appraisals and reliance letters on Pro and above. Send documents for e-signature on Enterprise.
Collect verified client reviews, share your public profile, and get found in the Find a Broker/Agent directory. Personal web page available on Enterprise.
Track renewal dates on every plan. Appointment booking on Pro and above. Marketing contact list on Business and above. Broadcast email campaigns on Enterprise.
Purpose-built for licensed mortgage professionals
Time saved on document collection, organization, management and submission
Privacy law compliant
Automated reminders and tracking
Dashboard updates and notifications
Document collection through lender submission, compliance delivery, and client follow-up
Note: DocuQuire does not compete with your existing loan origination software. It complements it - handling document collection so you can focus on closing deals.
Use the built-in mortgage application wizard to collect deal details before a single document is requested. Answer a few questions at a time - the wizard saves your progress automatically and connects directly to the document request workflow when you are ready to send the borrower their upload link.
Borrower uploads documents via secure portal. Drag-and-drop interface. Mobile-friendly. Automated daily reminders until complete. Real-time progress tracking.
All documents appear in your dashboard. Real-time updates as each document is uploaded. Review completeness. Request additional documents if needed.
Generate a complete PDF package with all documents merged. Send to up to three lenders. Track approvals and declines at each stage.
Complete submission package includes lender commitment, borrower documents, and compliance forms. Set renewal reminders, request reviews, and keep clients engaged after closing.
Track renewals on every plan. Pro and above add appointments and verified reviews. Business and above add renewal reminder emails, birthday greetings, referrals, and your marketing contacts list. Enterprise adds review request emails, broadcast campaigns, and your personal web page. DocuQuire keeps you connected long after the deal closes.
Know exactly where every agent's deals stand: from the first document request to the final compliance package. Available on Business and Enterprise plans.
See every agent's active deals and document collection progress from a single brokerage dashboard.
No more status update emails. Know exactly which deals are waiting on documents, sent to lender, or ready for compliance.
Every deal generates an audit-ready compliance package: organized, complete, and ready for your files.
Start your 30-day free trial today - no credit card required. Cancel anytime if it is not the right fit.
Starter $19/mo | Pro $39/mo | Business $99/mo | Enterprise $199/mo | |
|---|---|---|---|---|
| Start 30-day free trial | Start 30-day free trial | Start 30-day free trial | Start 30-day free trial | |
| Document workflow | ||||
| Mortgage application wizard | ||||
| Unlimited document requests | ||||
| Borrower upload portal | ||||
| Automated borrower reminders | ||||
| Send to lender (lender package PDF) | ||||
| Brokerage compliance package | ||||
| Renewal date tracking | ||||
| Appraisal request management | - | |||
| Deal notes | - | |||
| Professional tools | ||||
| Appointment booking | - | |||
| Referral requests | - | - | ||
| E-signatures | - | - | - | |
| Compliance audit | - | - | - | |
| Public presence | ||||
| Verified client reviews | - | |||
| Enhanced profile (photo and contact form) | - | |||
| Review request emails | - | - | - | |
| Personal web page | - | - | - | |
| Marketing | ||||
| Birthday greetings | - | - | ||
| Renewal reminder emails | - | - | ||
| Marketing contacts list | - | - | ||
| Broadcast email campaigns | - | - | - | |
| Team management | ||||
| Performance analytics | - | - | ||
| Optional brokerage dashboard | - | - | ||
| Agent seats | - | - | Up to 5 (brokerage accounts) | Unlimited (brokerage accounts) |
| Support | ||||
| 30-day free trial | ||||
| Email support | ||||
| Priority support | - | - | ||
| Start 30-day free trial | Start 30-day free trial | Start 30-day free trial | Start 30-day free trial | |
Book a live demo or reach out to our team - we're happy to help.