DoxChaser collects your client's information first, automatically works out exactly which documents they need, verifies every upload with AI, and hands you one clean, complete package — ready for the lender.
Works alongside Mystro, Mercury and Salestrekker — DoxChaser is your intake portal, not another CRM.
You know the old way. DoxChaser replaces it with a flow that runs itself.
Simple for clients, powerful for brokers, invisible for your CRM.
Full Doc, Low Doc, Purchase, Refinancing, Construction, Commercial, SMSF, Investment, First Home Buyer — build once, reuse forever.
Step-by-step and adaptive: citizens are never asked visa questions, PAYG and self-employed each see only their own fields.
The rules engine turns answers into requirements: PAYG → payslips + bank statements; purchase → contract + deposit evidence.
Every upload is classified, quality-checked, matched to the request, counted, checked for duplicates and expiry — before you open it.
Approve, or reject with a reason — the client is notified instantly and can replace the file the same minute.
Morning Team, Commercial, SMSF, Urgent, Settlement This Week — folders organise your pipeline without hiding anything from staff.
No more digging through inboxes — every conversation stays attached to the client's file, visible to your whole team.
Every action is time-stamped — request created, form signed, file uploaded, AI verified, approved, downloaded. Compliance-ready.
One ZIP: the client's information summary plus every document auto-renamed — John_Smith_Passport.pdf, sorted and lender-ready.
Bad documents get caught at upload time — not the night before submission.
Identifies what was actually uploaded — payslip, bank statement, licence — with a confidence score.
Blurry, cropped, dark, rotated or low-resolution files are flagged "Needs Better Copy" instantly.
Asked for a Notice of Assessment but got an ATO Income Statement? Flagged as a wrong document.
Needs 2 payslips or 3 months of statements? The portal shows "1 of 2 uploaded" until it's complete.
Payslips from 15 July and 29 July pass. 15 July and 20 September get flagged.
The same file uploaded twice is detected so packages stay clean.
Licences, passports, visas and insurance are checked — "expires in 12 days" warnings before they bite.
Security isn't a feature tier — it's the baseline of the platform.
The live demo has both sides — send a request as the broker, then complete it as the client and watch the checklist build itself.
Open the live demo