Rate-lock dashboard with expiration alerts and extension option pricing visible across all active files. Cloud file management software for storing, organizing, and sharing documents, images, and media across your entire team.
If any of these sound familiar, you are not alone. Most mortgage businesses deal with these every day.
Rate-lock expiration tracking across dozens of active files where a missed date costs thousands in re-pricing
Document collection from borrowers who submit incomplete packages that bounce between processor and client
Real estate agent referral relationships that go cold when you do not close on time or communicate proactively
Compliance documentation where TRID timelines, disclosures, and fee tolerances must be tracked to the day
Pipeline visibility that relies on loan officers self-reporting status instead of automated progress tracking
Every pain point above has a matching solution built into Deelo — no extra plugins, no extra cost.
Rate-lock dashboard with expiration alerts and extension option pricing visible across all active files
Borrower document portal with item-by-item checklists and automated reminder follow-ups for missing items
Agent relationship CRM with transaction tracking, referral counts, and proactive communication at every milestone
TRID compliance timeline tracking with disclosure deadlines and fee tolerance monitoring per file
Real-time pipeline dashboard that auto-updates loan status based on milestone completions and condition clears
Cloud file management software for storing, organizing, and sharing documents, images, and media across your entire team. An integrated file manager eliminates the need for separate storage subscriptions by embedding files directly into your CRM, projects, and helpdesk.
See how Deelo stacks up against popular file management tools for mortgage businesses.
| Feature | Deelo | Google Drive | Dropbox | Box |
|---|---|---|---|---|
| Starting Price | Free / $19/seat | $0 - $18/user/mo (Workspace) | $12 - $26/user/mo | $15 - $47/user/mo |
| All-in-one platform | ||||
| File Management features | ||||
| Built-in CRM | ||||
| Invoicing & payments | ||||
| 50+ integrated apps | ||||
| No long-term contract |
Rate-lock tracking prevents 90% of costly lock-expiration re-pricing events
Borrower document portals reduce average file completion time by 5 days
Get started with file management software built for mortgage businesses. Free to start — no credit card required.