Mortgages and lending
PDF tools and e-signatures for mortgage brokers and lenders
Turn client phone photos of payslips and statements to clean PDFs, build application packs for di order wey lender want, make dem fit portal size limit and make dem sign terms of business. Server jobs dey run for London and dem dey delete files within 2 hours.
Try Business free for 30 daysSee how signing dey work
£6.99 for each user every month, dem bill am every year · from 2 users
Wetin brokers dey use am for
Built for getting case to the lender
Client documents from phone photos
Clients dey send photos of payslips, statements and ID. Turn dem into one PDF inside your browser, or scan paper copies with Macaaw Scan, wey dey straighten each page. Every page go end up the same size and the correct way up, and that one dey make the pack easy to read.
Application packs in lender order
Join the documents in the order wey the lender ask for and add page numbers, so the underwriter go find each item quick. Save the order as workflow for each lender wey you dey use often.
Under the portal size limit
Lender portals dey usually limit file sizes. Enter the limit and we go compress the file to fit, with the text still readable.
Terms of business and consents, signed
Fill your terms of business and consent forms for screen and send dem for signature. Joint applicants go sign in the order wey you choose.
Statements into spreadsheet
Turn bank statement tables into Excel for affordability review, instead of adding transactions by hand.
Sending documents safely
Protect packs with password before dem go by email, and remove hidden author details from files wey you prepare.
Where Macaaw fit inside brokerage
Every mortgage case dey start with chasing documents and then putting dem in order. Clients dey send photos wey dem snap anyhow, statements as screenshots and payslips as twenty separate files. Macaaw dey turn that one into one tidy pack for each case, quick quick, so cases go reach the lender complete. E dey work the same for one broker, network firm or small specialist lender wey dey prepare im own documents.
Turning photos into PDFs, joining and signing your own documents dey run inside your browser, so clients’ financial details go stay for your computer. Compression and conversion dey run for our servers for London and we dey delete dem within 2 hours.
Macaaw no dey give advice, check affordability or submit applications; your sourcing and lender systems dey do that one. Compression dey make files small without changing wetin dem talk, and if lender ask for original files, send those. Business workspaces fit make every adviser use two-step sign-in. Macaaw no dey decide wetin lender go accept; check each lender requirements for formats and originals.
Playbook
Lender-ready pack in four steps
From plenty photos to one file wey the lender portal go accept.
Gather the documents
Drop the client photos and PDFs, or scan paper copies with Macaaw Scan.
Make am one PDF
Turn the photos into PDF pages and join everything in the lender order.
Number the pages
Add page numbers so the underwriter fit refer to each document.
Make am fit the portal
Compress the pack to the portal size limit and upload am, or protect am with password for email. Keep copy of wetin you send with the case.
Business plan
One plan for the whole team
Advisers and administrators on one plan, with allowances wey una share.
£6.99for each user every month, dem bill am every year · or £9.99 every month
- 200 signature requests for each user every month, wey una share
- Reach 20 signers for each document
- 1,000 pages of text recognition for each user every month, wey una share
- 500 Office conversions for each user every month, wey una share
- Files reach 500 MB and 200 files for one task
- Members, roles, shared workflows and central billing
- UK serversServer tools dey run for London.
- We dey delete within 2 hoursFiles from our tools, or the moment you press Delete.
- UK GDPRData processing agreement dey Business.
- Audit trailEvery signed PDF get im signing certificate.
Questions
Wetin brokers dey ask
Compressing statement dey change am?
No. Compression dey make images small; the text and figures go stay the same. If lender ask for the original files, send those instead.
Joint applicants fit sign the same form?
Yes. Add both of dem as signers, in order or any order, and each person go get their own link.
Clients need account?
No. Dem go open the link for the email and sign for any device. Na only the broker wey dey send the document need one.
Macaaw na regulated record-keeping system?
No. Files wey tool use dey delete within 2 hours. Keep finished documents for the system wey your compliance arrangements require.
We fit make advisers use stronger sign-in?
Yes. Business workspace fit make every member use two-step sign-in by passkey or authenticator app.
Clients fit send us documents through Macaaw?
Clients dey usually send documents through your own secure channel or portal. Then Macaaw go turn wetin dem send into one tidy pack. If dem want tidy their own photos first, the free tools dey work for any phone browser.
The legal information for this page na general guidance for England and Wales, e no be legal advice. Scotland and Northern Ireland get their own rules, and deeds or documents wey must get witness need extra formalities.
Complete packs, first time, every case.
Try Business free for 30 days with your whole team.