Smart document handling for lenders and brokers
SmarterDocs gives brokers and underwriters one secure space to upload, review, and manage mortgage documents - from onboarding to offer.
Work together. Work smarter.
Built into Finova Lending, SmarterDocs keeps your entire lending team aligned. Brokers and underwriters can collaborate in real time, without ever leaving the platform.
Collaborative
Facilitate seamless communication between brokers and ops teams with shared access to document workflows, comments, and version tracking.
Efficient
Speed up case progression with live document status updates, bulk uploads, in-platform previews, and guided help text that improves packaging quality.
Compliant
Protect sensitive data with built-in access controls, audit logs, and full visibility into who did what, when - all backed by secure infrastructure.
“The SmarterDocs upgrade has streamlined our underwriting processes. With all key documents easily accessible in one place, our efficiency has improved. The upgrade has also greatly benefited our quality control and audit teams, making document retrieval much simpler and less time-consuming.”
Seamless document handling, start to finish
Stay in control from first upload to final decision - reducing admin, increasing accuracy, and keeping cases on track.
Track every document in real time
Get a live view of what's outstanding, what's been submitted, and what needs review. No more digging through email threads.
Guide better submissions from the start
Use help text and categories to make it easy for brokers to upload the right documents the first time.
Move faster with bulk uploads
Enable brokers to upload multiple documents at once, saving time and reducing packaging delays.
Keep everything in one place
View, comment, accept or reject documents directly within Finova Lending. No downloads, no delays.
Built-in features that simplify your workflow
SmarterDocs delivers all the tools you need to handle documents securely, quickly, and with complete visibility.
In-platform document previews
Review files without downloading them, keeping sensitive data secure and workflows friction-free.
Live status tracking
Instantly see which documents are pending, received, reviewed, or rejected to keep every case on track.
Bulk uploads
Allow brokers to upload multiple documents at once, reducing delays and manual effort.
Custom categories & help text
Tailor your document types and submission instructions to match your packaging criteria.
Role-based permissions
Control who can view, upload, or take action - by team, role, or individual user.
Comprehensive audit trail
Track every document interaction to support compliance, QA, and internal reviews with confidence.
SmarterDocs user guide
Learn more about how our SmarterDocs upgrade can help streamline your operations in our handy guide.
Frequently asked questions
Can brokers upload multiple documents at once?
How does SmarterDocs improve document security?
Can I configure SmarterDocs to meet our specific document packaging requirements?
Ready to simplify your document process?
Book a personalised demo and see how SmarterDocs can help you reduce admin, stay compliant, and close cases faster - all from one shared workspace.
