Buying, remortgaging, self-employed
Ready-made request lists, with conditional questions for the self-employed.
MORTGAGE ADVICE
Mortgage files without attachment chaos.
Request documents from your clients, see per applicant what is still missing and keep your file on record.
WHAT YOU GET
Set up for your practice.
Choose the file type and the dataroom is ready with the right structure, request lists and modules. Security, two-factor sign-in and the audit trail always apply.
Per applicant
Households with one or two applicants; each applicant sees only their own items.
Progress and deadlines
A status overview per file, deadlines and warnings when a document gets too old.
BSN protection
Dutch citizen service numbers are detected and masked automatically.
Kifid audit pack
Export the file as PDF and CSV for a complaint or review.
Recurring requests
Request the same documents again yearly or periodically.
Deliberately not included: No connection to HDN, lenders or advice software, and no advice calculations.
FREQUENTLY ASKED QUESTIONS
Good to know.
Do my clients need an account?
No. They receive an invitation and sign in with a code by e-mail. Their portal shows exactly which documents are still needed.
How are BSN numbers on documents handled?
Citizen service numbers are detected and masked, so they are not visible unnecessarily.
Can I keep the file for a Kifid procedure?
Yes. You export a Kifid audit pack as PDF and CSV, with the documents and the recorded steps.
SEE FOR YOURSELF
Try it for 14 days,
no credit card.
Then choose the plan that fits your firm; your files come with you.
Try it free