The secure document portal for UK mortgage advisers. Structured checklists. Automated reminders. Full audit trail. Save 3 to 5 hours a week and close cases faster.
Less than the income from one completed case.
No contracts. Cancel anytime.
DocVaulted has completely changed how I collect documents. What used to take days of chasing clients over emails and WhatsApp now takes minutes. I just add a client and the system handles the rest… automatic reminders, everything in one place, and I never miss a remortgage thanks to the built-in alerts. I honestly don't know how I managed without it.
You are a professional adviser. Your document process should look like one.
Automated reminders replace manual chasing. No more follow-up emails. No more wondering who sent what.
Clients upload directly against a structured checklist, so you immediately see what is missing.
You know exactly where each case stands at a glance. No chasing. No guessing.
Every upload, login and action is logged with timestamps and IP tracking.
Your branded portal replaces scattered email attachments and WhatsApp messages.
No technicalities. Complete a quick form and we'll setup your portal.
Quickly add a client by entering their property address, name and email.
Your client automatically receives a secure login to upload their documents against your checklist from desktop or mobile
See progress instantly. Receive notifications as items are completed. Lock cases when finished.
Prefer a personal walk-through? Book a free 15-minute demo →
See every active case at a glance. Track progress, spot overdue items, and know exactly where things stand.
Search, sort and filter your entire client list. See status, tags and checklist progress at a glance.
A simple checklist. Clients upload documents directly against each item from desktop or mobile.
Every upload, login and action is logged with timestamps. A complete, defensible record if a complaint ever arises.
Your clients upload passports, payslips, bank statements and tax returns. The infrastructure must match that responsibility.
All data in transit is encrypted via SSL/TLS.
Access-controlled file storage with server-side permission checks.
Files are validated on upload to prevent malicious content.
Automatic encrypted backups stored offsite with Backblaze.
All data remains exclusively within UK data centres.
Every login, upload and action is recorded with timestamps and IP tracking. If a complaint arises, you have a complete, defensible record.
One plan. Everything included.
Secure payment via Stripe.
Your subscription starts immediately. If DocVaulted is not right for you, cancel within 14 days and receive a full refund. No contracts. No long-term commitment.
Less than the income from a single completed case.
DocVaulted is built and supported by a small UK team. When you need help, you speak directly to our UK support team.
Real responses from real people via email or telephone callbacks.
We set up your first checklist and walk you through the platform.
Need a bespoke document list? We'll help you build it.
Advice on client communication and document workflows.
DocVaulted acts as a Data Processor. You remain the Data Controller. The system is UK-hosted with access controls, audit logging and a Data Processing Agreement in place to support GDPR-aligned document handling.
Yes. All data is stored within UK data centres on ISO 27001-certified hosting infrastructure.
Yes. No app required. Upload directly from phone or desktop.
No. There are no contracts and no minimum term. Cancel anytime from your billing portal.
Yes. Each adviser has their own portal and login, at £29 + VAT per month with no setup fee. A firm with several advisers signs each one up separately, and each adviser's clients stay in their own portal.
We configure your first setup and checklist for you. Once you've paid and sent your set-up details, your login usually arrives within 15 minutes.
Your subscription starts immediately with full access. If DocVaulted is not right for you, cancel within 14 days and receive a full refund. No contracts. No long-term commitment.
Direct email support from the DocVaulted team. Done-for-you onboarding. Help with custom checklists. Guidance on client communication workflows. We're a small, responsive team, not a ticket queue.
You can download all client documents before cancelling. After cancellation, your data is retained securely for up to 30 days so you can request an export, then permanently deleted from our servers. We'll never hold your data hostage.
No. DocVaulted works alongside your existing CRM, sourcing tools and case management. It handles one thing, collecting documents from clients, and does it better than any CRM bolt-on.
Shared folders don't have structured checklists, automated reminders, audit trails, or a branded client experience. DocVaulted is purpose-built for mortgage document collection. Dropbox is a file store.
Still got questions? Book a free 15-minute demo →
£29 + VAT per month. No setup fee. No contracts. 14-day money-back guarantee.
Complete the form, pay securely with Stripe, then tell us how you want your portal set up. Your login usually arrives within 15 minutes.