Core Capabilities
Every feature solves a real problem experienced in mortgage operations
Document Lifecycle Management
Track every document from upload to final disposition. Complete visibility, version control, and organized storage eliminate file chaos.
Workflow Automation
Automated routing, classification, and organization. Documents flow to the right people at the right time without manual coordination.
Team Collaboration
Broker-assistant workflows designed around real collaboration patterns. Clear task assignment, unified visibility, seamless coordination.
Enterprise Security
Bank-level encryption, immutable audit trails, role-based access controls. Every action logged, every document protected.
Real-Time Status Tracking
Know the exact status of every file, every document, every order at any time. No more status emails or check-in calls.
Compliance-Ready
Complete audit trails, document retention policies, access logs. Built to meet regulatory requirements and audit standards.
How MBA Works
Create Order
Broker creates an order with borrower details. Simple interface, no complex setup required.
Document Collection
Documents flow in via secure portal, email, or manual upload. Automated organization and routing begin immediately.
Processing & Organization
Documents are classified, organized, and made available to your team. Audit trails track every action automatically.
Designed for Real Mortgage Workflows
Secure Borrower Portal
Borrowers upload documents directly through secure, branded portals. No more document-laden emails or insecure file-sharing links. Simple, secure, compliant.
Credit-Based System
Simple, transparent pricing. Purchase credits, use them for orders. No subscriptions, no hidden fees, no surprises. Pay for what you use.
Document Request Management
Track lender condition requests, borrower follow-ups, and outstanding documents. Know what is missing, who needs to provide it, and when it was requested.
Comprehensive Audit Trails
Every document action logged: uploads, downloads, views, edits, shares. Complete visibility for compliance audits and quality control.
Team Role Management
Granular permission controls for brokers, assistants, and staff. Everyone has access to exactly what they need, nothing more.
High-Availability Infrastructure
Enterprise-grade reliability. Multi-region redundancy, automatic failover, and 24/7 monitoring ensure your operations never stop.