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Document Collection

Your borrowers upload documents. You get a complete, organized, validated loan file.

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Document collection

The file knows what it needs. Nothing chased.

Activate a loan template and the document request writes itself: everything this loan needs to move forward, in plain English. Uploads land in their slots, validated, and the file says plainly what is still missing.

Pick the template. The request writes itself.

Whatever they have, however they send it.

Every upload lands in its slot: read, indexed, validated. Dates, figures and owners extracted as they land, typed in once, by nobody.

The file won't call itself complete until it is. The lease agreement hasn't arrived. Sweet has already asked for it.

  1. A lender activates the operating-line template, and the document request writes itself: six requirements, each tagged with why the template asks for it.
  2. The borrower sends five files in whatever form they exist (a phone photo, PDFs, a spreadsheet), and they head for the loan file.
  3. Each upload lands in its named slot, is read, and is validated. Five green rows.
  4. The sixth requirement, the lease agreement, has not arrived. The file marks itself not complete and requests it from the borrower; it stays open until it lands.
And here is the actual screen your team works in
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The shoebox of paperwork, retired. Your borrowers upload what they have, from a phone camera if that is what it takes, and the loan file assembles itself around it: organized, indexed, data-validated and formatted to your requirements.

The file knows what it needs

Sweet generates the document requirements for each deal from the things that actually determine them:

  • the borrower entity structure, and who is on it
  • the collateral and the operation behind it
  • loan amount, risk profile and financial ratios
  • the specific requirements of the program you are lending under

So your first document request is the right one, and the fourth email in the thread never happens. Conditional requests fire off the borrower's own answers as they go.

What gets read for you

  • Financial data: tax returns, spreads and the ratios you underwrite on
  • Ownership detail: entities, individuals, addresses
  • Dates and metadata that would otherwise be typed in twice

Your underwriters spend their time on the analysis instead of on document assembly, and your compliance risk drops because the file is complete by construction rather than by memory.

Learn more about AI Document Review, or how documents flow into Origination.

Document collection

The shoebox of paperwork, retired.

Uploads become a complete, organized, validated loan file, automatically.

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See the platform on your own book of business.

A working demo with your loan programs, your documents, and your workflow, not a slide deck.

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