Managing mortgage documents has always been a challenge. Loan officers and homebuyers often struggle with scattered files, email attachments, and multiple platforms, making it difficult to track the latest versions, ensure accuracy, and keep the process moving smoothly.
Traditional mortgage workflows rely on fragmented systems, forcing users to navigate between pre-approval, financial profiles, and loan applications just to find or upload the right documents.
That’s why we built the Document Hub—a centralized, intuitive solution that streamlines document management across the entire mortgage process.
What’s New?
With the Document Hub, users can now:
✅ Access all loan-related documents in one place—no more switching between tools or digging through emails.
✅ View documents in context within Pre-Approval, Applications, and Financial Profiles for a seamless workflow.
✅ Easily associate documents with specific assets, income sources, or real estate-owned (REO) properties during the loan process.
✅ Upload standalone files anytime—whether before or after an application.
✅ Stay organized with enhanced functionality like adding notes, renaming files, and linking documents to financial items.
Why It Matters
By eliminating the common frustrations of document management, Morty’s Document Hub helps loan officers work more efficiently, reduces back-and-forth with borrowers, and ensures every file is exactly where it needs to be. This update is a game-changer for mortgage professionals looking to simplify workflows and keep the loan process moving without delays.
