Docwire

Who They Are

Docwire is a web based tool that connects Mortgage Brokers to their clients throughout the mortgage application and approval process. This mobile friendly app allows the client to see exactly where they are in the process, upload, download and manage all documentation required and communicate directly with their broker. Docwire is a smooth, seamless way to organize and manage a mortgage broker’s business. It delivers powerful information to the mortgage broker including; renewal date reminders, a client database, secure document access and storage, aggregated deal data, and more.

Docwire is a smooth, seamless way to organize and manage a mortgage broker’s business. It delivers powerful information to the mortgage broker including; renewal date reminders, a client database, secure document access and storage, aggregated deal data, and more.

Believe it or not the mortgage broker industry still relies heavily on fax machines and photocopiers to process deals with their clients. The workflow can be cumbersome, time consuming and non-secure. Typically a deal process is tracked internally by the broker through isolated spreadsheets and the client isn’t sure where things are at unless they contact their broker. 

Our Solution

We started with a new logo identity and branding package. We then designed and developed a software application to manage the entire mortgage process between the broker and their clients. Managing the broker’s business has never been easier, and their clients reap the rewards. Docwire moves the mortgage application process along quickly so the client can get ready to move and the broker can get ready to grow.

Broker features include:

• A premium service to the broker’s clientele

• An online document management system

• A web based app that functions as a database

• A system that manages and tracks deal progress

• A central location for all of the broker’s deals

• Automatic renewal reminders

• Access and storage for archived deals

• Select business ads that appear on the client’s Docwire website

Docwire makes life easier for clients too. They can upload all of their documents electronically.

Clients can scan their documents, or even take a smart phone picture, then send them in. Docwire organizes and stores documents in a secure, password-protected format for convenience and confidence. 

The Result

A unique software application that is focused on the mortgage broker and their interaction with clients. This solution provides an automated workflow for all mortgage brokers across Canada. It makes managing the overall mortgage process smoother and much more efficient. It provides the broker with an added free service for their clientele. Saving time is important to people and Docwire does that for the mortgage brokers and their clients.

Regardless of the organization, industry or type of business we can help you automate your workflow to save you time and money. You can worry less about the day-to-day tasks and focus on things that actually matter to growing your company. Contact us to see how we can help!