Title: Data room for mortgage advisers | The Dutch Dataroom
URL: https://thedutchdataroom.com/en/mortgage-advisers/
Language: en

> Collect documents from applicants without e-mail attachments: request lists per applicant, progress per file, BSN protection and a Kifid audit pack.

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.

### Buying, remortgaging, self-employed

Ready-made request lists, with conditional questions for the self-employed.

### 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](https://app.thedutchdataroom.com/trial)