Mortgage & lending
Close files without the statement chase.
Comes in
Pay stubsT4 / W-2Notices of Assessment+5 more
Verified & chased
Result
A week of back-and-forth becomes two or three days — one broker carries more files without an assistant.
If your work starts with “I need these documents from you” and ends at a deadline, Sealio already fits. Here’s how it lands in each practice.
Sort
Right document, wrong slot, wrong name — filed correctly on arrival.
Verify
Each upload checked against the list it belongs to, with a confidence score.
Chase
Reminders for exactly what’s still missing, down to the month.
Prove
A timestamped record of every decision, kept with the file.
High document volume, real consequences for being late, revenue tied to a completed file. These four lean on Sealio hardest — each has its own page.
Close files without the statement chase.
Comes in
Verified & chased
A week of back-and-forth becomes two or three days — one broker carries more files without an assistant.
Every form on the checklist, before you file.
Comes in
Verified & chased
Applications stop coming back for a missing form; the intake phase is roughly halved.
Tax season, minus the document scramble.
Comes in
Verified & chased
The February scramble turns into a dashboard — staff stop hand-writing “still-need” emails.
Every closing document, timestamped for the file.
Comes in
Verified & chased
Paralegals stop chasing the last document at 4pm on closing day.
Slightly lower volume or lighter regulation — the flow is identical.
Compliance-grade intake without a compliance team.
Onboarding and transfers run off a fixed list. The annual KYC refresh becomes a re-send of last year's checklist rather than a rebuild.
→ Advisors spend onboarding week advising, not collecting.
Start from a templateTurn underwriting requirements into a to-do list.
Underwriting requirements reach the client as one checklist they work through once, instead of a drip of “we also need…” emails.
→ Policies bind faster; fewer cases stall in pending requirements.
Start from a templateA complete credit file, first pass.
The same statement-heavy file as a mortgage, with a business layer. Period-aware buckets and the auto-file handle the bulk.
→ Deal teams reach a credit decision with a complete package on the first pass.
Start from a templateScreen a full applicant group from one link.
One link per applicant group — roommates and co-signers each get a tab. The unit is off the market for less time.
→ Vacancy-to-signed-lease shrinks by days, with no lost application PDFs.
Start from a templatePaperwork done before day one.
One template onboards a whole cohort. Every new hire — or contractor — works the same checklist, so day one isn't spent collecting forms.
→ New hires are payroll-ready and compliant before their start date.
Start from a templateThe monthly document chase, automated.
The monthly close needs the same documents every month. The “send me your receipts” nudge sends itself; statements file by month on arrival.
→ Books close on the 5th instead of the 20th.
Start from a templateApplicants, students and patients never make an account — they open a link and upload.
University admissions, financial aid & study-abroad offices. Transcripts, test scores and financial-support and visa documents — the student uploads, the office verifies.
Education & migration agents. Immigration-shaped, one file per student.
Estate, trust & probate administration. Account statements, appraisals, death certificate and asset inventory from executors and heirs.
Adoption & home-study agencies. Background checks, references, financial statements and medical forms.
Credentialing & licensing boards. Diplomas, licenses, malpractice history and references against a fixed board list.
Claims & personal-injury / disability law. Medical records, proof of loss, wage documentation and receipts, tracked to a deadline.
Vendor onboarding & procurement compliance. W-9, COI, banking details and security attestations, with an audit trail.
Grant writing & nonprofit program intake. Application packages and beneficiary eligibility documents.
One reusable template per case type means your fiftieth file goes out as fast as your second.
Try it free, pick a template close to your practice, and send yourself the client link.
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