Stop Losing Time to Endless Emails
Every day, your team wrestles with the chaos of email threads, document version mix–ups, and security risks. What if you could stop the chaos and focus on what really matters—protecting your clients and closing deals?
Doccly Lender is for those banks, credit unions, private lenders, law firms and other professionals involved in commercial real estate lending transactions who want to stop the email chaos.
“Doccly Lender turned our endless email chase into seamless, secure collaboration—a true game changer!”
What's The Problem?
Your Current Process Isn't Working
Right now, you rely on email to communicate. Email–based processes create these problems for you:
- Email is prone to security risks and data breaches
- Email creates confusion with multiple, uncontrolled document versions
- Email buries important updates in endless threads
- Email forces your staff to spend valuable hours on administrative tasks instead of on core legal work
And when your team is stuck managing scattered emails, you're not simply dealing with inconvenience—you're also facing:
- Missed deadlines that can hurt client relationships
- Increased error rates from using outdated documents
- Compliance and security risks that could lead to expensive breaches
- A heavy administrative burden that drives up transaction costs
Benefits
Why Choose Doccly Lender?
When your team communicates via scattered emails, there is an opportunity to streamline operations and enhance collaboration. With Doccly Lender, you can transform the way you manage loan document orders—centralizing every file, update, and conversation in one secure, real–time platform.
Save Time, Reduce Errors, and Stay In Control
Imagine a system where every critical update is consolidated, so no task is overlooked. Instead of battling with multiple versions of documents and time–consuming manual follow–ups, Doccly Lender provides a unified solution that not only simplifies your workflow but also boosts your productivity. By automating routine tasks and ensuring all data is up–to–date, our platform enables you to focus on what truly matters: delivering exceptional service and closing deals faster.
Moreover, our secure system elevates your compliance standards by protecting sensitive information through advanced authentication and encryption. With Doccly Lender, the opportunity for efficiency, security, and seamless collaboration is right at your fingertips—empowering your team to work smarter, not harder.
Enhance Client Satisfaction and Strengthen Partnerships
By replacing endless emails with a unified, secure platform, Doccly Lender doesn't just save time—it transforms your process. With everyone working from the same, up–to–date information, mistakes are minimized and turnarounds are faster. When borrowers see that their information is handled safely and transparently, trust builds naturally. This not only elevates your reputation as trusted Lender Counsel but also strengthens long–term partnerships.
5 out of 5 stars
“Since switching to Doccly Lender, our team has experienced a complete transformation. Instead of wrestling with endless emails, document mix–ups, and redundant follow–ups, we now work on a secure, centralized platform that provides real–time updates and error–free collaboration. Every file is updated instantly, and our administrative tasks have dramatically reduced. This shift has not only boosted our productivity but also allowed us to close deals faster and more cost–effectively. Doccly Lender has truly closed the gap between outdated processes and a modern, efficient workflow.”
Solution
Let us help you solve the problem
You have a problem that no longer needs to slow you down. With Doccly Lender, you can transform a chaotic, email–dependent process into a secure, efficient, and cost–effective system that delivers real results.
Calendar
Stay Ahead of Deadlines
View target closing dates and milestone tasks in one place. With clear color-coding and reminders, you'll never miss an upcoming due date or critical event.
Tasks, Files & Threads
Collaborate Seamlessly
Assign tasks, upload files, and discuss updates in real time—either globally or at the order level. Keep every stakeholder in the loop for faster, clearer communication.
CRM
Centralized Contact Management
Organize all your organizations and people under one dashboard. Replace scattered spreadsheets with a single source of truth that is easy to update and share.
Authentication
Secure User Access
Protect sensitive data with robust sign-in and strict access controls. Email and social verification, and advanced security protocols, ensure only the right people can see your workspace.
Mobile App
Manage On–The–Move
Get a snapshot of your dashboard stats, handle client questions, and update orders from anywhere. Perfect for when you're away from your desk but still need to stay in control.
A Better Workflow
Pricing
Simple Pricing
Doccly Lender is effectively free for you—our transaction–based fees are usually passed on to the borrower. That means you can enjoy all the benefits without worrying about subscription costs or hidden charges.
Full Access For All Your Users
Get full access to your secure workspace, real–time notifications, and robust collaboration features. No recurring monthly fees, just a simple per–order fee that's easy to recover.
What's Included
- Secure, Organized Workspace
- Real–Time Updates & Notifications
- Full Audit Trails & Logs
- Dedicated Support & Onboarding
Pay Per Order,
Pass It On
Fees are typically covered by the borrower, leaving you with zero out-of-pocket expenses. Let us show you how we can tailor the pricing to your specific workflow.
Learn More →Frequently asked questions
Short Answer: In most cases, the fee is incorporated into the borrower's closing costs.
Expanded Explanation: In your current process, unexpected out–of–pocket expenses can add to the burden of an already inefficient workflow. With Doccly Lender, the transaction fee is built into the closing costs—so you and your lender clients aren't directly paying extra. This seamless integration closes the gap between high hidden costs and a predictable, streamlined expense structure. Ask us how it works for your scenario, and we'll walk you through the details.
Short Answer: No, you can use Doccly Lender on a deal–by–deal basis.
Expanded Explanation: Traditional systems often force you into long-term contracts, even when your volume doesn't justify it. Doccly Lender's flexible, pay–as–you–go model means you only commit when you actually have a deal. This approach bridges the gap between inflexible, one–size–fits–all commitments and your need for adaptable, cost-effective solutions.
Short Answer: Not a problem—Doccly Lender is cost–effective even at low deal volumes.
Expanded Explanation: If you're handling only a handful of deals annually, paying for a full-scale subscription isn't ideal. Our pricing model ensures you pay only for what you use. This closes the gap between expensive, volume–based pricing models and a solution that matches your actual transaction volume, ensuring cost–effectiveness no matter your deal count.
Short Answer: Extremely secure—our platform uses advanced authentication and encryption.
Expanded Explanation: Your current process may expose sensitive information to risks like data breaches or compliance issues. Doccly Lender closes that gap by offering robust security with strict, role–based access controls and strong encryption. This ensures that every document and communication is protected, giving you the secure environment you need to move confidently into the future.
Short Answer: Absolutely—Doccly Lender is built to adapt to your workflow.
Expanded Explanation: Unlike rigid systems that force you into a preset structure, Doccly Lender lets you tailor roles, folders, fees, and tasks for each order type. This customization bridges the gap between generic platforms and a solution that fits your precise needs—helping your team transition smoothly and get up and running faster.
Short Answer: None at all.
Expanded Explanation: Your current method might restrict collaboration with per–user fees or technical limits. Doccly Lender allows you to add unlimited users, ensuring that every stakeholder—from internal team members to external service providers—can work together in a unified system. This eliminates the gap between fragmented communication and a fully integrated, collaborative workflow.
Short Answer: It's simple—just add them to your order room.
Expanded Explanation: Rather than juggling multiple channels to coordinate with title companies, surveyors, and appraisers, Doccly Lender lets you invite external partners directly into your secure order room. This approach closes the gap between disjointed, error–prone communications and a centralized, transparent process that keeps everyone on the same page.
Short Answer: We offer dedicated, hands–on assistance.
Expanded Explanation: Transitioning from a cumbersome email process to a streamlined digital platform can seem daunting. Our support team is here to help you every step of the way—from setup and onboarding to day–to–day use—ensuring you fully bridge the gap between your current struggles and the measurable benefits of an efficient, secure process.
Short Answer: Click in the bottom right to start the conversation.
Expanded Explanation: Ready to leave behind the chaos of endless emails and manual processes? We'll guide you through your first steps—adding your first order, exploring key features, and tailoring the fee structure to your needs. This initial conversation is your first step in closing the gap between the current state of inefficiency and the streamlined, secure future that Doccly Lender delivers.
Start The Conversation
Ready to Eliminate Email Chaos?
Start the conversation now and discover how Doccly Lender can transform your loan document process—cutting out errors, reducing administrative hours, and keeping everyone in perfect sync.