Document Vault
Secure storage for all your loan documents.
What is the Vault?
The MoneyMatcher Vault is your secure document repository. Store, organize, and share your loan documents with lenders - all in one place.
Vault Features
📁 Smart Organization
- Auto-categorizes uploaded documents
- Recognizes document types (tax returns, bank statements, etc.)
- Creates loan package folders automatically
- Tags and search functionality
🔒 Bank-Level Security
- 256-bit AES encryption
- SOC 2 Type II compliant
- Two-factor authentication
- Access logging and audit trails
📤 Easy Sharing
- Generate secure share links
- Control who sees what
- Set expiration dates
- Track when documents are viewed
🤖 AI-Powered
- Cortex extracts key data automatically
- Auto-fills loan applications
- Validates document completeness
- Flags missing or expired items
Document Types Supported
| Category | Documents |
|---|---|
| Personal | ID, tax returns, pay stubs, bank statements |
| Entity | Articles, operating agreement, EIN letter |
| Property | Purchase agreement, title, insurance, appraisal |
| Financial | Rent rolls, P&L, balance sheet, schedule of RE |
| Construction | Plans, permits, budget, draw schedule |
Vault Organization
📁 Your Vault
├── 📁 Personal Documents
│ ├── Tax Returns
│ ├── Bank Statements
│ └── ID Documents
├── 📁 Entity Documents
│ ├── LLC Formation
│ └── Operating Agreements
├── 📁 Properties
│ ├── 123 Main St
│ │ ├── Purchase Agreement
│ │ ├── Appraisal
│ │ └── Insurance
│ └── 456 Oak Ave
└── 📁 Loan Packages
├── Bridge Loan - 123 Main St
└── DSCR Refi - 456 Oak Ave
Sharing with Lenders
When you're ready to apply:
- Select Documents - Choose what to include
- Create Package - Bundle into a loan package
- Set Permissions - View only, download, or edit
- Generate Link - Secure, trackable share link
- Send to Lenders - Share with one click
Vault Pricing
| Plan | Storage | Price |
|---|---|---|
| Free | 1 GB | $0 |
| Pro | 25 GB | $9/mo |
| Business | 100 GB | $29/mo |