SAFEBOXIQ SERVICES

Intelligent document handling and management.

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RACK AND STACK

  • 100% of documents are split and unitized

  • 100% of documents are named and categorized

  • Normalized naming and labeling based on industry standards with accuracy of 99.95%

  • Sort your documents to configurable folders

  • Secure cloud storage with 99% up-time commitment and data encrypted at rest

  • Secure upload links for your clients with drag and drop convenience

  • Receive notifications once uploaded and processed 

INCOME SUMMARY

  • Best for doing pre-qualification 

  • Data from documents are extracted and consumed using automation and proprietary tools

  • Computes income sources once documents are processed

  • Supports most wage-earner and self-employed scenarios

  • Results are displayed based on industry standard analysis spreadsheets

  • Choose income sources and computation from the results

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SOFTWARE PLATFORM FEATURES

Made specifically for Mortgage Professionals.

 
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ENSURE COMPLETENESS

  • Enables you to send your borrower a "Needs list"

  • Find out the "gaps" upon receiving documents

  • Send upload link to borrower through Guest Access Management via email specifying “gaps” detected for loan

  • Configurable document checklists for different loan products and requirements

VIRTUAL SANDBOX FOR SUBMISSIONS

  • Assemble submissions as easy as clicks and drags

  • Use customized templates for instant assemble - make a package in seconds

  • Save as one PDF or a sorted ZIP file - depending on your submission needs

  • An option for seamless to your LOS via systems integration

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PERFORMANCE MONITORING

  • Pipeline reports for users

  • Timestamps on milestones and time spent per stage

  • Feature to email other users for inquiries on performance metrics 

  • Manager and team views for group performance monitoring

COLLABORATIVE VIRTUAL WORKSPACE

  • Work together with team members through the Conversation Log

  • Make notes visible on the document with Sticky Notes

  • View and comment on documents for your team without downloading

  • See a files audit trail through the Timeline

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Address

100 Pine St. (Suite 1250), San Francisco CA 94111

Contact

Follow

877-351-4647

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