FileRequest sends each borrower a branded portal with exactly what you need for their application. They upload everything in one place. You get an organised submission, automatically. No email threads. No missing documents.
FileRequest sends borrowers a complete checklist of required documents and reminds them automatically until everything is submitted. Your pipeline moves faster because you’re not waiting on stragglers.
Build a template for each lender’s requirements and reuse it every time. PAYG employees, self-employed borrowers, investors — different checklists, one click to send.
FileRequest supports multiple recipients on a single request. Both borrowers submit to the same portal — you see one complete submission per application.
Build and save a template for each lender’s document requirements. Commonwealth Bank PAYG. ANZ self-employed. Macquarie investment property. One click to send the right checklist.
Borrowers enter sensitive information — TFNs, account numbers — into masked fields that protect their data as they type.
Set a reminder schedule and FileRequest chases borrowers until they submit. SMS reminders available on Practice and Firm plans.
Send a single portal to multiple borrowers. Both can contribute documents. You see one organised submission.
Completed submissions sync to Google Drive organised by client name and application type. No manual download and filing.
Your brokerage name, logo, and colours on every portal. Borrowers see your brand — building trust at every step of what is often the largest financial decision of their lives.
Looking for a comparison with other tools? See how FileRequest compares to ContentSnare, UseCollect, and FileInvite.
Payslips, tax returns, bank statements, identification, rates notices, rental statements. Save a template per lender or loan type.
One click sends a personalised portal. Borrowers don’t need an account — they click the link and upload.
Reminders fire on your schedule and stop when the borrower submits. No more manual follow-up.
Every document is collected, organised, and downloadable. Files sync to Google Drive automatically.
Yes. FileRequest is built for exactly this workflow. Create a checklist of required documents — payslips, tax returns, bank statements, identification, rates notices — save it as a template per lender or loan type, and send a personalised portal to each borrower. Borrowers upload everything in one place without creating an account. You receive an organised, complete submission.
Yes. FileRequest supports sending to multiple recipients. Both borrowers receive access to the portal and can upload their respective documents. You see one consolidated submission per application.
FileRequest supports unlimited templates. You can build a specific document checklist for each lender’s requirements — PAYG employees, self-employed borrowers, investors, refinancers — and send the right template to each borrower instantly. Templates can be updated anytime to reflect lender requirement changes.
Yes. SMS reminders are available on the Practice and Firm plans. Borrowers who haven’t submitted receive automatic SMS reminders in addition to email reminders, significantly improving submission rates. Reminders stop automatically when the borrower completes their submission.
Yes. All FileRequest data is stored in Sydney, Australia (AWS ap-southeast-2). Borrower documents, sensitive financial records, and identity documents never leave Australian shores. All data is encrypted at rest and in transit.
Set up in under 10 minutes. Your first request out the door today.