Mortgage Partner Account
Mortgage Hub access
Use this account area to track mortgage-document support, borrower missing items, lender-condition notes, language-support requests, and handoff readiness. For private borrower records, use the approved secure upload or Dropbox File Request link.
Mortgage Partner Hub
Track mortgage-document support, missing items, and file readiness.
This hub organizes mortgage file status, missing documents, lender conditions, language-support requests, and handoff readiness for mortgage agents, lenders, and credit unions.
Partner account access
Find mortgage file
Enter partner email and file reference to load the Mortgage Hub workflow.
Mortgage file
Mortgage readiness support dashboard
Borrower intake is received. File is waiting for lender-condition documents and secure upload confirmation.
Missing conditions requested
Lender conditions
Outstanding items
| Item | Responsible | Due | Status |
|---|---|---|---|
| Updated pay stub | Client | June 5 | Missing |
| NOA copy | Client | June 5 | Missing |
| Property tax bill | Client / agent | June 6 | Requested |
| Insurance binder | Client / insurer | June 7 | Pending |
Handoff readiness
File status
- Client intake received.
- Preferred-language reading copy requested.
- Secure upload link requested.
- Lender-condition list in progress.
- Lawyer/lender handoff not ready yet.