Every document on the right file — and every letter from a template.
Documents are filed against the loan, lead or contact they belong to. Templates generate letters, statements and notices with every detail filled in, individually or in batches.
Step by step
- Collect documentsUpload, email in, or send the borrower a secure upload link.
- File themBy loan, lead or contact and category.
- Generate lettersFrom templates, individually or in batches.
- Track what's missingOutstanding documents and expiring ones.
What changes
- No documents lost in email
- Consistent, professional letters
- Faster file completion
Used by
- Underwriters
- Servicing staff
- Administrators
Capabilities
Document library
Search and filter across the book.
Missing and expiring
What you still need and what is about to lapse.
Secure upload links
Borrowers upload without an account.
Template library
Commitments, notices, statements and more.
Batch generation
Statements or notices for many loans at once.
E-signature
Send any document for signature.
Questions about documents & templates
Where are documents stored?
In secure cloud storage, separated by firm, with access controlled by role.
Works together with
Commitment letters & e-signature
Generate commitment letters and disclosures from your own templates with every figure filled in, send them for electronic signature and track the commitment fee.
Learn more →CRM & contacts
A CRM built for private lending: borrowers, guarantors, lenders, brokers and lawyers with calls, emails, SMS, notes, tasks and documents on one timeline.
Learn more →Tasks & automation
Tasks and reminders for every team member, plus automation rules that send messages and create tasks on dates and events across leads and loans.
Learn more →See your loan book in Amortivo.
A 30-minute walkthrough with your own scenarios — origination to investor payout.