Clear conditions.
Close faster.
You manage the deals. We manage the documents.
Enterprise Loan Origination Systems (LOS) charge hundreds per month for bloated compliance tools you'll never use. UnderwritePrep is different. We give independent brokers exactly what they need—a lightning-fast workspace to verify income, clear conditions, and close deals.
Built for the pipeline, not the boardroom.
Enterprise tools force you through 40 unnecessary screens. UnderwritePrep strips it down: collect the files, extract the data, clear the conditions, close the loan.
Automated Document Parsing
Drop in a 100-page bank statement or a messy tax return. Our backend engine instantly extracts the income data, identifies missing pages, and flags inconsistencies.
Secure Portals
Stop accepting sensitive financials via unencrypted email. Send borrowers a secure, passwordless magic link to drag-and-drop their files directly into your pipeline.
Missing Conditions
The platform automatically cross-references uploaded documents against your required condition list, instantly flagging what is missing.
The fastest path to Clear-to-Close.
Stop losing files in your downloads folder. UnderwritePrep creates a rigid, visual pipeline that moves every deal through a perfectly standardized verification process.
1. Secure Intake
Borrowers use a frictionless drag-and-drop portal to submit raw financial documents.
2. Data Extraction
The engine scans the PDFs, extracting core income figures and identifying the document type instantly.
3. Clear Conditions
Review extracted data, flag missing pages, and manage the conditions list from one unified dashboard.
4. Ready to Fund
Export a clean, organized, and perfectly audited package ready for final lender approval.
Missing Schedule C
Action ReqThe 2023 Tax Return for David R. is missing the Schedule C attachment.
Reminder Sent
Borrower notified via secure link.
It chases borrowers so you don't have to.
Babysitting a pipeline is exhausting. When a borrower forgets a page of their bank statement or lets a condition sit idle, the platform automatically sends a polite, professional nudge to get the file moving.
- Auto-send missing document reminders
- Borrowers upload directly to the specific condition
- See exactly when clients view your requests
Simple pricing. No bloat.
Enterprise LOS platforms charge thousands. We just charge for the tools that actually close deals.
Pro Broker
Full access to the verification engine.
Billed $990/yr
Pay as you go
- Unlimited Active Pipelines
- Automated PDF Parsing (W-2, Paystubs)
- Secure Borrower Upload Portals
- Missing Document Alerts
- Visual Pipeline Status Tracking
- Bank-Grade Data Encryption
- Export to CSV & PDF
No credit card required for setup.