Loan Application

Loan applications filled before the first call.

Mortgage applications require detailed financial information that borrowers need time to gather. Docuplete guides borrowers through a structured digital interview — they complete the application at their own pace with their documents in front of them, reducing incomplete submissions and underwriting questions.

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How it works

Three steps to automate any loan application.

1

Upload your loan application form

Upload your URLA (1003), short-form application, or proprietary application PDF. Map the fields once.

2

Send borrowers a unique interview link

The borrower and co-borrower receive a secure link and complete the application at their own pace — looking up W-2s, bank statements, and employment records when convenient.

3

Application fills from interview answers

Every field — income, assets, liabilities, employment history, credit authorization — fills automatically from the structured interview answers.

4

Download the complete, signed application

Download the pre-filled application with signed credit authorization, OTP-verified identity, and full audit trail. Enter into your LOS once.

What the interview collects

Every field the form requires — in one guided session.

Borrower and co-borrower personal informationCurrent and previous address (2 years)Current employer name, address, phoneEmployment type and start dateMonthly gross incomeSecondary income sourcesPrevious employment (if less than 2 years current)Checking and savings account balancesRetirement and investment account balancesReal estate ownedMonthly liability paymentsLoan purpose and property addressProperty type and useGovernment monitoring informationCredit authorization signature

Who uses this

Industries automating this workflow with Docuplete.

Mortgage brokers

Mortgage brokers send borrowers a structured application interview before the first consultation call, arriving at the call with a complete picture of the borrower's financial situation.

Community banks and credit unions

Smaller lenders use Docuplete to provide a digital application experience that competes with large bank online applications, without the development cost.

Mortgage loan officers

Individual LOs send Docuplete interview links with every lead, collecting complete application information from interested borrowers before committing to a full discovery call.

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Ready to automate this workflow?

Upload your form, map the fields, and send your first session today.