RequestLoops for mortgage brokers and lenders

RequestLoops helps mortgage brokers chase the document pack lenders need: ID, payslips, bank statements, employer letters — all on a branded portal with SMS reminders.

Documents we help collect

  • Government-issued ID
  • Recent payslips
  • Bank statements (3 to 6 months)
  • Employer letters
  • Tax assessments
  • Existing loan statements

Brand the portal as your brokerage

The recipient portal carries your branding. Clients see your firm, not a third-party tool.

AI validation flags blank or wrong-page uploads

AI validation catches blank-page bank statements or wrong-month payslips before they reach the lender.

SMS reminders to mobile-first clients

Most lender clients do not live in their inbox. SMS reminders close the loop fast.

FAQ

Can RequestLoops handle multi-applicant requests?
Yes — every request supports multiple recipients with their own tokenised portal links.
Are the documents stored encrypted?
Yes — TLS in transit, encryption at rest, with role-based access for your team.
Can lenders pick up files automatically?
Files sync to Drive or OneDrive — share a folder with the lender if they support it.

Ready to stop chasing documents?

Try RequestLoops free for 7 days. From $11/month per organisation, no per-seat fees.