For mortgage brokers and loan officers

Build the credit file in
hours, not weeks.

One checklist with everything the lender will ask for. Your client uploads from their phone, you review, you submit. Each document in the right place from second one.

The real pain

Deals stall because the file arrives late

The client gets distracted

You asked for 8 documents on WhatsApp. They sent 3, you lost track of the rest, the loan officer is waiting.

Wrong versions

You need the latest pay stub, not the one from 4 months ago. Foliato shows you exactly what's missing.

Rate expiring

Every day lost is a chance the rate moves. Speeding up file delivery is direct value to your client.

Template included

Credit file, ready to submit

Template with the 7 standard documents for credit evaluation. Adapt to the lender as needed and send to your client with one click.

Try the template free
request/foliato.com/d4f...

Credit evaluation — John P.

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The lender gets everything in the order they want

Each application, in four steps

  1. 01

    Pick the template

    Pre-built list of everything lenders require.

  2. 02

    Send to client

    Email + SMS with the link. No app, no signup.

  3. 03

    Phone upload

    ID photo, pay-stub download, retirement statement. All to the right folder.

  4. 04

    Notified when complete

    As soon as the file's done, download and submit.

Your next deal, without lost days

Start free today and build your next credit file from Foliato.