Shrubs for mortgage brokers
Collect the documents, send the application, keep the client posted.
A mortgage file is a chase: pay stubs, notices of assessment, statements, ID, the agreement of purchase and sale, then the lender's conditions. Shrubs gives each client one secure link to upload to, and gives you one place to see what's still missing.
What changes
One link per client.
Clients upload their documents into their own Shrub from their phone. No email attachments and no lost files.
Send the package to the lender.
Share a clean, current package with the lender instead of forwarding a dozen emails.
Signatures built in.
Send disclosures and consents for signature from Signings and keep the signed copies with the file.
Know who opened what.
See when the lender or the client opened the package and what they read.
Follow-ups for renewals.
Every client goes in the CRM with a follow-up for their renewal date, so the next deal starts on time.
Also useful
Everyone gets a free email address ([email protected]) with the inbox built in. Pro and Team also get a free domain when they pay quarterly or yearly. Clients book a call from your Bookings link, and Leia drafts the follow-up emails for you.
Start free. Upgrade when the deals do.
Everyone gets a free email address. Pro and Team paid quarterly or yearly get a free domain.
Start free →