Condition chase
Select borrower conversations, scan attachments together, and find the document tied to the condition.
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.
- Google CASA Tier 2 security audit/assessment passed through Google's security review process
- No borrower files stored on AttachDock servers during Gmail-to-Drive workflows
- Source-email context for condition review, processor handoff, and post-closing records
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.
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