Chasing a borrower's paperwork is the part of a loan file that eats an afternoon. Tell this tool how the borrower earns and check off what they've sent. It instantly shows whether the file is complete, names exactly what's still needed, and writes a short message you can copy and text the borrower. It runs entirely in your browser, stores nothing, and checks paperwork completeness only — your lender still makes the credit decision.
1 · The loan
2 · What's in the file
For each document, set how many good copies the borrower has sent. If one is old, blurry, or under the wrong name, flag it — the tool won't count it and will mark the file for a closer look.
3 · Where the file stands
Still needed
The text to send the borrower
Ready to copy into Messages. It only asks for documents or confirms they're all in — never an approval, never a number, never anything private.
Why you can trust the checklist
- It checks paperwork, not credit. It attests that the documents a file needs are present and usable — it never says a borrower is approved, denied, or qualifies. The lender underwrites; this only reports what the file contains.
- Fail-closed. A file is complete only when every required item is satisfied with nothing left to review. Anything old, unreadable, or under the wrong name is set aside for a human, never quietly counted.
- Nothing leaves your browser. No upload, no account, no document content — and the borrower's text carries only document names and counts, never an SSN or account number.
- The same logic runs everywhere. This page runs the exact intake engine used by the DealMatcher document-collector tool, pinned to it by an automated test so the page can't drift from the tested logic.
The required-document set is a configurable baseline modeled on common agency documentation patterns. It is not legal or underwriting advice and does not represent any specific lender's conditions — tune it to your program.
DealMatcher · Bonis Systems LLC — the broker does the deal; the busywork does itself.