FinanceVault
by BrokerEngine · Lending and origination · Brisbane, QLD, Australia
Secure client portal for document and information collection
What FinanceVault does
- Secure document collection via a single client-facing link
- Two-factor authentication (2FA) for client access
- Automatic TFN redaction from uploaded documents
- Client-facing portal for uploading and managing loan documents
- Zapier trigger on FinanceVault document request creation
- Supports compliance at every step of the advice process
What FinanceVault is used for
- Consolidate all client information requests in one place
- Track document statuses in real time
- Validate each document before submission
- Replacing email-based document collection with a secure portal
- Reducing cyber risk associated with sensitive client documents
Who FinanceVault is for
- Mortgage brokers
- Mortgage broker clients (borrowers)
About BrokerEngine
Workflow automation software for mortgage brokers, including BrokerEngine and BrokerEngine Plus, with pipeline management, task automation, client communications and the FinanceVault document portal.
BrokerEngine in the vendor registry: its products, features and similar vendors.
Also by BrokerEngine
- BrokerEngine: Broker workflow automation with task, email and SMS triggers
- BrokerEngine Plus: Enhanced, AFG-exclusive tier of BrokerEngine that adds direct ApplyOnline lodgement, compliance-by-design features and deeper workflow…
More in this category: Loan origination and lending software.
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