For loan originators, loan processors, and mortgage teams
Keep borrower documents, conditions, and email records organized from Gmail.
Find PDFs, disclosures, IDs, bank statements, and supporting documents faster. Reveal the exact email source and save the record to Drive.
Loan officers, processors, branch teams, and mortgage operations
- Bank statements and pay stubs
- Disclosures and signed forms
- Letters of explanation
When the borrower already sent it, but nobody can find where
AttachDock does not replace your LOS. It helps Gmail and Drive stop becoming the messy side channel where key documents disappear.
- Collect pay stubs, bank statements, W-2s, IDs, insurance binders, disclosures, and letters of explanation.
- Respond to underwriting conditions without reopening the same five borrower threads.
- Keep loan folders clean enough for processing, handoff, and post-closing review.
- 9 min
Condition chase
Select borrower conversations, scan attachments together, and find the document tied to the condition.
- 5 min
Borrower-context check
Reveal the source email so the file stays connected to the borrower note that explained it.
- 6 min
Processor handoff
Save the selected documents to the correct Drive folder or bundle a ZIP for the next person.
Borrower documents without the thread archaeology
Andre is a mortgage loan officer coordinating with a processor, borrowers, spouses, escrow, insurance agents, and referral partners. Documents arrive as PDFs, images, screenshots, and vague emails like 'here you go.'
Borrower files rarely arrive in a perfect portal at the perfect time. The team needs to know what was sent, who sent it, whether it is complete, and where it belongs in the borrower folder.
What changesThe loan team spends less time chasing documents that were already sent and more time moving conditions forward.
The AttachDock route
- Start from the borrower thread or Gmail search result.
- Bring paystubs, statements, IDs, insurance files, and LOEs into one review.
- Preview documents for legibility, completeness, and page count.
- Reveal whether the source was borrower, spouse, escrow, CPA, or insurance.
- Save copies to the borrower Drive folder or create a ZIP for processor handoff.
- Faster borrower-document intake
- Cleaner processor handoffs
- More source confidence for condition review
Secure borrower-document handling for mortgage workflows.
Mortgage files can include IDs, bank statements, disclosures, insurance binders, and underwriting support. AttachDock is designed for Google Workspace-first document handling that supports vendor risk reviews without claiming to replace your LOS or compliance system.
- CASA Tier 2 security assessment completed for the Google OAuth app, with validation performed by TAC Security through the App Defense Alliance CASA program
- No borrower files stored on AttachDock servers during Gmail-to-Drive workflows
- Source-email context for condition review, processor handoff, and post-closing records
Less inbox archaeology, more borrower confidence.
For files that need a communication trail, archive selected borrower conversations or supported labels to Drive with email pages and attachments.
Before a loan file handoff
Search the borrower name, select the relevant Gmail rows, filter for PDFs and spreadsheets, confirm the source email, then save the needed files into the loan folder.
Start with one real thread, one Drive folder, and one file set you need today.
Or keep exploring the workflows closest to this one.