Automate your borrower document workflow.
Built for mortgage brokers and lending teams. Borrowers upload statements to one link. LedgerBox extracts every row, reconciles the totals, and sends the export to your system.
First document free, share to unlock 200 pages. No credit card required.
LedgerBox reconciles every statement.
The opening balance plus deposits minus withdrawals must equal the closing balance. LedgerBox checks this on every statement.
A row that does not add up comes back flagged with a reason. You confirm or fix it before the export goes out.
Borrowers upload to one link.
Send the portal link with your checklist. Statements and pay stubs land in the loan file, filed and dated, not in your email.
When a document is missing, the portal shows the borrower what is left, and LedgerBox sends the reminders.
Send the rows to your system.
Choose the steps once: build the XLSX, email a copy, or send the rows to a webhook.
When you approve a document, the workflow runs the same steps for every loan file.
FAQ
The short version of how LedgerBox works for a lending team. Ask us anything else. A person answers.
How do borrowers send statements?
Through the portal link or the loan file's inbox address. You can also upload files yourself.
What does LedgerBox check?
Each statement reconciles against its own opening and closing balances. Rows LedgerBox cannot verify come back flagged with a reason.
Can the rows go to our system?
Yes. A workflow can send each approved export to a webhook. XLSX, CSV, and JSON cover the rest.
What happens to borrower documents?
Documents are encrypted in transit and at rest. They do not train models. You set the retention period.
Try it on your next loan file.
Start with one borrower. Check the math on the export. Then add the portal link to your checklist.
First document free, share to unlock 200 pages. No credit card required.