For Mortgage Brokers

The no-login borrower portal that collects and classifies every document for you.

Bank statements, pay stubs, W-2s, tax returns — collected through one link, AI-classified on upload, with e-signatures built in. No borrower account required. Free to start.

Sound familiar?

The borrower sends a screenshot of a bank statement instead of the PDF. Twice.

Underwriting kicks the file back for one missing page while your lock clock runs.

You're chasing the same W-2 across three email threads and a text message.

Your processor asks for documents you already received — because they're buried in your inbox.

One link does it all

Send the borrower a link. They upload. AI classifies. You get a clean, labeled file package — ready for your processor or underwriting.

No-login borrower portal

Send one link. Borrower opens it on their phone and uploads. No account, no app, no password reset emails.

Condition checklists, not email threads

Build the document checklist per loan file. Borrowers see exactly what's outstanding and what's already received.

AI sorts every document automatically

W-2s, 1099s, bank statements, pay stubs — classified and named the moment they're uploaded. Forward the folder to your processor as-is.

Reminders that escalate with the lock date

Set the deadline once. Middledoc nudges the borrower automatically as it approaches — you stop being the bad guy.

E-signatures built in

Disclosures, authorization forms, intent to proceed — signed in the same portal. No DocuSign subscription needed.

Auto-exports to Google Drive or OneDrive

Every document syncs to your cloud storage, organized by borrower name and category. Your processor already has access.

Why brokers switch

Every alternative leaves something on the table.

Email + DropboxFiles scattered, no tracking, no reminders
Floify / MaxwellBorrower must create an account — half never do
BorrowerDocsNo AI classification, no e-signatures
BlendEnterprise-only, requires LOS, custom pricing
Middledoc — No-login portal + AI classification + e-signatures + auto-reminders. Free to start.

“My borrowers aren’t tech people.”

That’s the point. There’s no account to create, no app to install, no password to remember. If they can open a text message, they can upload their documents.

Your first borrower portal link is ready in 30 seconds.

Close this month’s pipeline with fewer follow-up calls.

Free forever for solo brokers. No credit card required.

Start your free account