Mortgage Brokerage Firms
Still Managing Deals with Email Threads, Scattered Docs, and Chasing Clients for Paperwork? That’s Not Sustainable.
Mortgages move fast. But most brokers are stuck in slow systems – relying on clunky PDFs, outdated client folders, and endless back-and-forth just to collect the basics.
ZPortals changes the game. It gives your mortgage team a branded, secure client portal built on Zoho – so you can stop chasing and start closing.
Common Headaches for Mortgage Teams:
- Chasing clients for income docs, IDs, and signatures
- Manually checking who submitted what and who’s still missing key files
- Fielding constant questions like “Did you get my upload?”
- Wasting time coordinating between clients, underwriters, and processors
- Repeating yourself on next steps or missing key follow-up dates
These friction points cost deals, delay approvals, and stress your team out.
How ZPortals Fixes It
ZPortals turns your Zoho CRM, WorkDrive, Sign, Books, and Forms into a seamless borrower experience.
- Clients log in to a white-labeled portal branded to your brokerage
- Upload pay stubs, IDs, tax returns, and bank statements directly into Zoho WorkDrive – organized automatically
- Fill out intake forms, pre-approval requests, and consent forms via Zoho Forms
- Sign disclosures, authorizations, and commitment letters with Zoho Sign
- View loan milestones and required next steps pulled from Zoho CRM
- Receive payment or service fee requests through Zoho Books (if applicable)
No confusion. No clutter. Just a clear, secure place where every part of the deal moves forward.
Why Mortgage Teams Love It
- Reduces turnaround time by keeping clients accountable and informed
- Less paperwork, less admin, and fewer bottlenecks
- Fully customizable to match your workflow (pre-approval, processing, post-closing)
- Clean, professional experience that builds client trust from day one
It’s everything your clients wish your mortgage process had – and everything your team needs to move faster.
Your staff will thank you.
Your clients will notice.
Your bottom line will improve.
Your borrowers are busy. Your team is maxed out. ZPortals helps you move deals forward without the friction.
No dev. No code. No stress.
Ready To Simplify Client Communication and Boost Your Productivity?
Book Your Demo
See exactly how ZPortals streamlines your workflow, enhances your client experience, and helps you close more deals - without the hassle. Our experts will personally walk you through it.
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Prefer to dive right in? Try ZPortals risk-free for 30 days. No credit card, no confusion, no headaches. Just clear, measurable results.