Faster borrower-document intake
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
- Insurance binders and closing support
Security and compliance fit
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
Workflow example
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.'
The pain
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 changes
The loan team spends less time chasing documents that were already sent and more time moving conditions forward.
The AttachDock workflow
- 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.
Cleaner processor handoffs
More source confidence for condition review
Daily workflow
When the borrower already sent it, but nobody can find where
- 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.
Where the minutes come back
Small Gmail chores become one focused workflow.
Condition chase
Select borrower conversations, scan attachments together, and find the document tied to the condition.
Borrower-context check
Reveal the source email so the file stays connected to the borrower note that explained it.
Processor handoff
Save the selected documents to the correct Drive folder or bundle a ZIP for the next person.
Cost vs. saved time
20 minutes a day can cover the tool many times over.
This model uses 22 workdays per month and values the time at $70/hour. It is a directional planning model, not a guarantee.
Saved time7.3 hrs/mo
AttachDock Business$49/mo
Modeled net value$464/mo
Break-even is about 42 minutes saved per month at this hourly value. The annualized modeled net is $5,568.
How AttachDock fits
Less inbox archaeology, more borrower confidence.
AttachDock does not replace your LOS. It helps Gmail and Drive stop becoming the messy side channel where key documents disappear.
For files that need a communication trail, archive selected borrower conversations or supported labels to Drive with email pages and attachments.
Example workflow
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.
Related workflows