Automation
Effortless Workflows
Reminders for missing documents send themselves, borrower replies file themselves, and disclosures fill in from the Loan File. Your team spends its time on the work, not the follow-up.
The secure, branded client portal for mortgage lenders and loan officers.
Give your borrowers one secure, branded place to upload pay stubs, bank statements and tax returns. They sign disclosures and acknowledgments in the same place, instead of juggling email attachments and signing links. Every upload lands in the correct Loan File, so your team always knows what is still missing.
Schedule a 15 Minute CallFileButler is not a loan origination system. It works alongside the tools you already use and handles everything around them: collecting documents, getting signatures, reminding borrowers and keeping every conversation in one place. Live in minutes.
No contract. Cancel anytime.
Your Client Portal
yourcompany.filebutler.io
52
Loan Files
14
Signatures pending
97%
Completed
- DReviewed
Documents received
Borrower uploaded pay stubs and bank statements
- SSigned
E-Signature completed
Disclosure signed with Certificate of Completion
- TSent
Template sent
Loan Number and Loan Type filled in automatically
One portal for every loan.
Uploads, messages, signatures and checklists stay connected to the right Loan File.
Secure Document UploadsSmart RemindersClient MessagingDisclosure TemplatesWhite-Label BrandingElectronic Signatures100 GB Secure Storage
The Problem
Loan documents should not live across five inboxes.
Pay stubs by email, bank statements by text message, disclosures through a separate signing service and conditions tracked from memory: that is how documents go missing and closings slip. FileButler gives your lender and your borrowers one professional place to exchange documents, sign agreements, communicate securely and keep a clean, documented record.
Replace the scattered chase with one documented workflow.
Before FileButler
Loan documents as email attachments, third-party signing links, shared drives, sticky-note reminders and repeated follow-up calls.
With FileButler
A secure Loan File for every borrower, a starter document checklist, disclosure templates, electronic signatures, portal messaging and reminders in one branded workspace.
Missing documents
Request sent for two months of bank statements
Engagement letter
Signed with Certificate of Completion
Client message
Question about the rate lock logged
Portal email reply
Auto-filed to the correct Loan File
Built for real workflow
Not just storage. A complete client communication workspace.
Your lender manages document requests, signatures, messages, portal email, reminders and loan status from one branded portal. Borrowers see exactly what is still needed. You keep oversight. Every step stays documented.
Control
Every File, One Place
Documents, signatures, messages and notes for each loan meet in a single Loan File, with permission-based access deciding exactly who sees what.
Core Features
Everything your lender needs to collect documents under your own brand.
FileButler handles the borrower-facing work that usually gets scattered across email attachments, signing links, shared drives and follow-up phone calls.
Documents & client files
Secure file storage and sharing
Collect, store, review and share client documents in organized folders with 100 GB included per license, encrypted at rest and in transit.
Loan Files and status tracking
Keep every borrower and every loan organized from the first upload through completion, with status tracking, document categories and internal notes.
Signatures & templates
E-Signatures with Certificate of Completion
Send agreements, engagement letters and consent forms for electronic signature. FileButler generates a Certificate of Completion documenting the signing sequence, timestamps and signer identity.
Document templates with merge fields
Save reusable disclosures, conditions lists and borrower letters as templates, with merge fields such as Loan Number, Loan Type and Loan Amount that fill in from the Loan File.
Communication & follow-up
Two-way portal email with auto-filing
Notifications go out from the portal. Client replies come back into the portal and file themselves to the right client folder automatically, so the paper trail stays complete without extra work.
Secure client and staff messaging
Every conversation stays tied to the right client folder. No lost threads, no searching a separate inbox to understand what was said.
Smart reminders
Request missing pay stubs, bank statements and tax returns, follow up on unsigned disclosures and acknowledgments and nudge stalled loans. Reminders send on the schedule you choose and log to the Loan File.
Control & branding
Permission-based staff access
Admins control what each staff member can see and do, from messaging and emailing to viewing client information and signing authority.
White-label branding
Upload your logo and company name, choose a branded portal URL, and the portal looks like it belongs to your business, not the software vendor's.
Calendar
Never miss a deadline
Every deadline lives on one calendar and stays tied to the client folder it belongs to. Alarms and email reminders tell the right person before the date arrives.
Calendar views and Deadlines This Week
See your deadlines on the calendar, and check the Deadlines This Week list to know exactly what is due now.
Alarms and email reminders
Set an alarm and an email reminder on a deadline, so the people responsible hear about it ahead of time.
Deadlines tied to a folder
Link a deadline to a client folder, and it stays connected to the files, messages and notes it relates to.
Assigned and prioritized
Assign each deadline to a team member and set its priority, so everyone knows what is theirs and what comes first.
Color-coded topics
Give each topic its own color, so different kinds of work are easy to tell apart on the calendar.
Repeating deadlines and private items
Set a deadline to repeat, and it comes back on schedule without being entered again. Mark an item private when it is not meant for the rest of the team.
Client email that files itself
Your clients email one intake address, and FileButler files each message and its attachments into the correct client folder automatically. Junk filtering keeps spam out, so your team only sees real client mail.
Automatic filing
Each message and its attachments land in the matching client folder, with no copying, forwarding or downloading.
Unmatched mail goes to the Inbox
When a message cannot be matched to a client, it waits in the Inbox until your team assigns it to the correct folder.
Inbox, Junk and Blocked
Mail is sorted into Inbox, Junk and Blocked, so real client mail stays separate from everything else.
Block a sender
Block a sender once, and mail from that address stays out of your Inbox from then on.
Full details on every email
Open any email to see its full details, including the sender, the date, the message and its attachments.
Notifications
Your team is notified when new client mail arrives, so nothing sits unread.
The Mortgage pack
Ready for your next loan on day one.
Turn on the Mortgage / Lending pack in Settings and your portal speaks your language. The starter checklist, merge fields and wording below are yours to edit, rename or remove at any time.
Starter document checklist
Borrowers see what to upload. Your team sees what is still missing.
- Loan Application
- Government-Issued Identification
- Pay Stubs (Last 30 Days)
- Wage Statements (Last Two Years)
- Federal Tax Returns (Last Two Years)
- Bank Statements (Last Two Months)
- Purchase Contract
- Homeowners Insurance Declaration
- Appraisal Report
- Title Commitment
- Loan Estimate Acknowledgment
- Closing Disclosure Acknowledgment
- Signed Disclosures
Merge fields for your templates
Type it once in the Loan File. It fills in every document that uses it.
Loan NumberLoan TypeLoan AmountProperty AddressInterest RateLoan TermCo-BorrowerLoan OfficerRate Lock ExpirationAppraised ValueCash to Close
Words your clients recognize
- Loan
- each piece of work
- Loan File
- where everything is kept
- Borrower
- the people you serve
- Lender
- your organization
- Closing Date
- the key date on every file
How it works
Launch your client portal in three steps.
Your team gets the structure. Your clients get a simple place to respond. Everyone gets fewer loose ends.
1 Brand your workspace
Add your company name, logo and branded subdomain so the portal looks and feels like your business from the first login.
2 Set up folders and templates
Turn on the Mortgage pack, create Loan Files, and save the disclosures, conditions lists and borrower letters you send most often.
3 Invite clients and staff
Borrowers upload their documents, answer your questions and sign disclosures and acknowledgments. Staff work from the permissions you approve.
Walkthrough
See how FileButler works in under five minutes.
See how FileButler helps businesses collect documents, send electronic signatures, use document templates with merge fields, message clients, and keep every client file organized in one secure branded portal.
Read the walkthrough overview
Welcome
Welcome to FileButler. In this walkthrough, you will see how your branded client portal helps your team collect documents, exchange messages, send electronic signatures, use document templates with editable merge fields, and keep every client file organized in one secure location under your own brand.
One portal, two perspectives
The FileButler platform supports both sides of the portal. Your admin team works from one view, while each client sees a separate, limited view built around their own files. Role-based access controls sit between the two. Staff members see the clients assigned to them, and permissions control messaging, status changes, notes, account access and staff visibility.
Every client gets their own branded front door
Each client reaches the portal through a branded URL that looks like it belongs to your company. The login screen displays your logo, email and password fields, and a secure two-factor authentication step before any private information is shown. There are no shared passwords and no generic entry points.
Documents, messages, signatures, all in one file
Inside each client folder, you and your client see the details that matter most: uploaded documents, message history, signed agreements, status updates and completed work. Documents include version tracking. E-signature envelopes attach directly to the file with their Certificate of Completion. Everything stays together, connected to the correct client, and searchable when you need it later.
Document templates with editable merge fields
FileButler lets your team save reusable document templates - engagement letters, questionnaires, consent forms, agreements, invoices, deliverable packets, whatever your business sends most - with editable merge fields that automatically fill from the client record. Change the client name, address, matter number or any other field once, and every place it appears updates. Send the completed template through the portal for review, e-signature or download.
Two-way portal email with auto-filing
Portal email is bidirectional. When a client responds to a message or notification email, the reply lands back inside the portal, filed to the correct client folder. Your team does not have to remember to copy an inbox thread into the file - the file collects it automatically. The paper trail stays complete without extra work.
E-signatures with Certificate of Completion
Send agreements, engagement letters, consent forms or any document for electronic signature directly from the portal. When the signer completes it, FileButler generates a Certificate of Completion documenting the signing sequence, timestamps and signer identity data. The signed document and its certificate are stored in the client folder alongside the rest of the file.
Ready to put this to work?
FileButler is built for businesses that need a professional, secure, white-labeled place for clients to upload documents, communicate with your team, sign agreements and receive completed work. Upload your logo and company information, and the portal is branded for your business. Your first client can be live within minutes, with no engineering or IT department required.
Who it's for
For lenders who collect documents from every borrower.
Loan officers, mortgage brokers and lending teams. If every loan means chasing pay stubs, statements and signed disclosures, FileButler gives you a branded portal to collect them.
- Loan officers
- Mortgage brokers
- Mortgage bankers
- Loan processors
- Credit unions
- Private lenders
Security and trust
Built for businesses that handle confidential client files.
FileButler gives your team a more controlled way to manage client documents, signatures and communication than scattered email attachments, third-party signing links and shared drives.
Two-factor authentication
Help protect account access with verification built into the sign-in process.
Encrypted storage
Store sensitive files in a protected document environment built for client work.
Access controls
Assign staff access by role and permission so each person sees the work they are approved to handle.
Certificate of Completion
Every e-signature generates a certificate documenting signing sequence, timestamps and signer identity.
Audit-ready activity log
Every upload, download, message, signature and status change is logged to the client folder.
Secure Stripe billing
Subscriptions and promo codes are processed through Stripe at checkout.
About the Founder
Built from years of client document workflow experience.
FileButler was created by the founder of ClaimWrit, a demand-letter writing company serving the personal injury industry. FileButler brings the same portal architecture to a broader audience: accountants, adjusters, mortgage and title teams, property managers, consultants and any business that needs a branded, secure way to exchange documents, send electronic signatures and keep client communication organized.
ClaimWrit and FileButler are related through common ownership.
Connect with the founder on LinkedInPricing
Simple, transparent pricing.
Start with a 14-day free trial on the monthly plan, or pay annually and get the equivalent of one month free. Every plan includes every feature.
Special Offer
2 weeks free on the monthly plan
or1 month free on the annual plan
Choose your plan below to get started.
FileButler Monthly
Secure branded client portal for small and growing teams.
$39.95/month
Try it free for 14 days. Then $39.95 per month. No contract. Cancel anytime.
FileButler Annual
Pay yearly and get the equivalent of one month free.
$439.45/year
One month free versus paying monthly. No contract. Cancel before renewal.
Both plans include
- Unlimited client accounts and projects
- 100 GB secure document storage per license
- White-label branded subdomain
- E-signatures with Certificate of Completion
- Document templates with editable merge fields
- One intake address for client email, with automatic filing into the right folder and junk filtering
- Calendar with deadline alarms and email reminders
- Secure messaging and smart reminders
- Two-factor authentication, encrypted storage and priority support
- Desktop, iPhone, Android and browser access
FAQ
Questions loan officers ask before they start.
Is FileButler a loan origination system?
No. FileButler is the secure, branded portal your borrowers use to send you documents, message your lender and sign disclosures and acknowledgments. It works alongside the software you already use and does not replace it.
What is the Mortgage pack?
A one-click setup in Settings for mortgage lenders and loan officers. It adds 11 merge fields (Loan Number, Loan Type, Loan Amount, Property Address, Interest Rate, Loan Term, Co-Borrower, Loan Officer, Rate Lock Expiration, Appraised Value and Cash to Close), a starter checklist of 13 common documents, Closing Date as the key date, and portal wording such as Loan and Borrower.
Can I change the document checklist?
Yes. The pack copies a starter checklist into your own settings. You can add, rename, reorder or remove items at any time, and your changes never affect any other FileButler customer.
Can borrowers upload documents from their phone?
Yes. Borrowers can upload documents and photos from a desktop, a phone or any browser. Your staff can also upload, review and organize documents in the same Loan File.
Can I send disclosures and acknowledgments for electronic signature?
Yes. Send disclosures and acknowledgments and other documents for electronic signature directly from the portal. Each completed signature generates a Certificate of Completion documenting the signing sequence, timestamps and signer identity.
Can I send reminders for missing documents?
Yes. Reminders go out on the schedule you choose and are logged to the Loan File, so you have a record of every request.
Can the portal use my lender's name and logo?
Yes. FileButler includes white-label branding with your name, logo and a branded portal address.
How does pricing work?
One flat subscription of $39.95 per month, with a 14-day free trial on the monthly plan, or $439.45 per year. Every plan includes every feature, unlimited borrowers and 100 GB of secure storage per license. No contract.
What happens after I subscribe?
FileButler begins setting up your branded portal after checkout. You receive an email with your portal web address, login details and password setup instructions, and you can turn on the Mortgage pack from Settings.
Contact
Contact us
Have a question about FileButler, or want to see how it would work for your business? Email us, call us directly, or schedule a 15 minute call.
Email us
Send your questions about features, pricing or setup to the FileButler team.
info@filebutler.ioCall us
Prefer to talk it through? Call the FileButler team directly.
(954) 408-4253Schedule a call
Pick a time that works for you and talk through your questions in a 15 minute call.
Schedule a 15 Minute CallYour BrandYour PortalYour ClientsOne Organized FileNo ContractLive in Minutes
One professional, branded place for your borrowers to upload documents, respond to reminders, message your team and sign disclosures and acknowledgments, while every document and conversation stays organized in the correct Loan File.
Schedule a 15 Minute Call