Requirement Tracking Dashboard

Stop chasing
documents.
Start closing loans.

Drop a lender PDF and our AI agent builds the loan in seconds — extracting requirements, contacts, and the property address. DocMan tracks every required document against your Google Drive or your OneDrive, surfaces loan emails automatically, and gives borrowers and loan officers their own real-time portals.

Start your 60-day free trial → $100 per active loan after that · Cancel anytime · No setup fee
docmansolutions.com — Dashboard
DocMan Dashboard
How It Works

From intake to closing in three steps

1

Create a loan folder

DocMan creates a structured folder in your Google Drive or your OneDrive for each loan with all required subfolders pre-built based on loan type.

2

Track documents in real time

As borrowers and processors upload files, the checklist updates automatically. Gmail attachments can be filed with a single click.

3

Close with confidence

When all required docs are in, mark the loan as complete. Stale loan alerts and close-date warnings keep the pipeline moving.

Gmail Integration

File attachments without leaving your dashboard

DocMan connects to Gmail and surfaces every email related to each loan — from borrowers, loan officers, and title companies. Attachments are one click away from being filed directly into the right Drive folder.

  • Filters inbox to only show loan-relevant emails
  • Highlights messages from the borrower
  • Drag or click to file attachments into Drive
  • Creates Gmail labels per loan to keep threads organized
DocMan — Checklist
DocMan Gmail integration pane
Drop a lender PDF here
Conditional approval, term sheet, or program guideline
✓ Found 23 requirements · 💡 Lender + LO detected
CRITICAL W-2 — Two Years Borrower · Jane
CRITICAL W-2 — Two Years Borrower · John
IMPORTANT Bank Statements (2 months) Borrower
IMPORTANT Purchase Contract — Fully Executed Buyer's Realtor
+ 19 more …
AI Document Agent · NEW

Build the loan from the lender's PDF in seconds

Drop a conditional approval, term sheet, or program guideline onto the New Loan window. Our AI agent reads it for you — extracting the lender, loan officer, loan program, property address, and the complete list of required documents. What used to take 15 minutes of typing now takes 30 seconds of review.

  • Every requirement comes with the responsible party, importance level, and a verbatim quote from the source so you can verify each one
  • Multi-borrower loans: "each borrower must provide…" requirements fan out into per-borrower copies, each assigned to its specific person
  • Detects the lender and loan officer and offers to save them to your contact list with one click
  • Auto-populates the property address and loan program fields so the Create Loan button enables immediately
  • Suggests the right document group for each new requirement — your checklist stays organized
Self-Service Portals

Give everyone their own window into the loan

Secure, read-only portals for loan officers and borrowers — no Google account required, no passwords to manage.

docmansolutions.com/lo
DocMan Loan Officer Portal
Loan Officer Portal

LOs see exactly where every loan stands

Send your loan officers a secure magic link — no passwords, no Google account needed. They get a read-only view of every loan assigned to them: document completion, close dates, and what's still outstanding.

  • One-click magic link — no account creation
  • Real-time document completion status
  • Close-date awareness and urgency indicators
  • Read-only — nothing can be changed
Borrower Portal

Borrowers always know what to send

Borrowers enter their email and receive a secure link to a simple, mobile-friendly checklist. They see exactly which documents have been received and which are still needed — no phone tag required.

  • Email-based magic link — works on any device
  • Plain-language document names
  • Clear ✓ received / ✗ still needed status
  • Covers multiple loans automatically
docmansolutions.com/borrower
DocMan Borrower Portal
Everything Included

One subscription, every feature

AI Document Agent NEW

Drop a lender PDF on the New Loan window. Claude reads the document and pre-fills the requirements, contacts, property address, and loan program — multi-borrower support included.

📋

Smart Document Checklists

Required documents are defined per loan type (Conventional, FHA, VA, USDA, DSCR, etc.) and tracked against actual files in your Google Drive or your OneDrive in real time.

📧

Gmail & Outlook Integration

Every loan's inbox is filtered to surface only relevant threads. File attachments directly into the matching subfolder in your Google Drive or your OneDrive with one click — no tab switching.

☁️

Your Google Drive or Your OneDrive as Source of Truth

All documents live in your Google Drive or your OneDrive — organized automatically, accessible anywhere, and controlled by you. No proprietary file storage.

✉️

Scheduled Borrower Updates NEW

Send each borrower a recurring status email — daily, weekly, or on your schedule — with their current checklist progress. Borrowers always know what's outstanding without you having to chase them.

👥

Per-Borrower Assignments NEW

Multi-borrower loans, handled cleanly. Assign each document to a specific borrower; their portal and status emails show only what they personally owe.

⚠️

Stale Loan Alerts

Loans with no activity for more than 7 days are flagged with amber indicators on the dashboard, so nothing falls through the cracks.

📅

Close-Date Pipeline

Close dates are visible on every loan card, with urgency indicators as deadlines approach. The pipeline view shows all active loans by close date.

🔑

Self-Service Portals

Loan officers and borrowers get individual read-only portals via magic-link email — no accounts to create, no passwords to manage.

Pricing

Pay only for the loans you work on

Flat $100 per active loan, billed monthly. Try free for 60 days — every feature unlocked, no card charged until day 61. Cancel anytime.

Free trial
Days 1 – 60
$0
Free, full access
Every feature unlocked. Card required at signup but not charged until day 61.
Pay per loan
Day 61+
$100 / loan
Billed monthly, only what you used
$100 per loan that reached active status this month. Quiet month = small invoice. Cancel anytime from your billing portal.
Everything included
$100
per active loan · billed monthly · 60 days free
Start your 60-day free trial →

Secured by Stripe · Cancel anytime from your billing portal · No setup fee

Example monthly invoices
5 active loans
$500
12 active loans
$1,200
30 active loans
$3,000
50 active loans
$5,000
An "active loan" is one that's reached Step 2 — requirements list locked in and documents being collected. Loans you create and then cancel don't count.