SAFEBOXIQ SERVICES
Intelligent document handling and management.

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


SOFTWARE PLATFORM FEATURES
Made specifically for Mortgage Professionals.

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


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
