Stop chasing mortgage documents.
Collect payslips, bank statements, and ID securely, then auto-delete as soon as the case closes.
Compliance focus
- FCA requirements supported
- GDPR requirements supported
- SM&CR requirements supported
Document types covered
Mortgage cases stall when document chasing eats the week. Docustody replaces the inbox scramble with a single secure request that keeps clients on track and shows your team what is still missing, in real time.
Every upload is tracked, time-bound, and automatically disposed of when the application completes. That means fewer follow-ups, cleaner compliance evidence, and a client experience that feels modern from first meeting to offer.
Pain points we solve
Less chasing, more confidence.
Docustody fixes the gaps that slow teams down and create compliance risk.
Clients email sensitive bank statements unencrypted.
No clear audit trail for FCA oversight or internal QA.
Documents pile up without a defined deletion schedule.
Advisors spend hours chasing missing paperwork.
Use cases
Workflows for Mortgage Advisors.
First-time buyer onboarding
Send a single, guided checklist that keeps new buyers calm while you gather everything needed for a decision in principle.
Self-employed applications
Handle SA302s, tax overviews, and company accounts with a secure vault that expires when underwriting is done.
Remortgage renewals
Reuse document templates for repeat clients without storing older files longer than required.
Proof points
- Client-facing timeline shows exactly when documents will be deleted.
- Audit logs capture views, downloads, and deletions for every case.
- Automated reminders keep applications moving without manual chasing.
“Docustody cut our document chasing by half and gave us a clear audit trail for every lender file.”
Harriet Cole
Senior Mortgage Advisor
Resources
Checklists and guides for Mortgage Advisors.
Use these resources to educate clients and keep every request consistent.
FAQs
Frequently asked questions
Can I set different retention periods per case?
Yes. Mortgage advisors can set time limits per vault based on lender requirements, typically between 14 and 90 days.
Do clients need an account to upload documents?
No. Clients receive a secure, single-use link with guided instructions and can upload from any device.
How do I prove compliance during audits?
Every vault includes an exportable audit report that lists uploads, reviews, and deletion certificates.
Ready for secure document collection?
Open a mortgage advisors vault, send the link, and let Docustody handle the deletion and audit trail.