Automation
Effortless Workflows
Reminders for missing documents send themselves, borrower replies file themselves, and disclosures fill in from the Loan File. Your team spends its time on the work, not the follow-up.
The secure, branded client portal for mortgage lenders and loan officers.
Give your borrowers one secure, branded place to upload pay stubs, bank statements and tax returns. They sign disclosures and acknowledgments in the same place, instead of juggling email attachments and signing links. Every upload lands in the correct Loan File, so your team always knows what is still missing.
Security and data protection
How FileButler protects loan documents.
Documents are stored securely with Backblaze, a cloud storage provider that has achieved SOC 2 Type 2 compliance through an independent third-party audit.
Every document is stored across two separate United States data center regions for added resilience.
The database is backed up nightly, with encrypted backups stored in immutable storage designed to prevent alteration or deletion.
Backup restoration procedures are tested monthly to help ensure data can be recovered when needed.
FILE BUTLER™ is not a loan origination system. It works alongside the tools you already use and handles everything around them: collecting documents, getting signatures, reminding borrowers and keeping every conversation in one place. Live in minutes.
No contract. Cancel anytime.
Your Client Portal
yourcompany.filebutler.io
52
Loan Files
14
Signatures pending
97%
Completed
- DReviewed
Documents received
Borrower uploaded pay stubs and bank statements
- SSigned
Electronic Signature completed
Disclosure signed with Certificate of Completion
- TSent
Template sent
Loan Number and Loan Type filled in automatically
One portal for every loan.
Uploads, messages, signatures and checklists stay connected to the right Loan File.
Secure Document UploadsSmart RemindersClient MessagingDisclosure TemplatesWhite-Label BrandingElectronic Signatures100 GB Secure Storage
The Problem
Loan documents should not live across five inboxes.
Pay stubs by email, bank statements by text message, disclosures through a separate signing service and conditions tracked from memory: that is how documents go missing and closings slip. FileButler gives your lender and your borrowers one professional place to exchange documents, sign agreements, communicate securely and keep a clean, documented record.
Replace the scattered chase with one documented workflow.
Before FileButler
Loan documents as email attachments, third-party signing links, shared drives, sticky-note reminders and repeated follow-up calls.
With FileButler
A secure Loan File for every borrower, a starter document checklist, disclosure templates, electronic signatures, portal messaging and reminders in one branded workspace.
Missing documents
Request sent for two months of bank statements
Engagement letter
Signed with Certificate of Completion
Client message
Question about the rate lock logged
Portal email reply
Auto-filed to the correct Loan File
Built for real workflow
Not just storage. A complete client communication workspace.
Your lender manages document requests, signatures, messages, portal email, reminders and loan status from one branded portal. Borrowers see exactly what is still needed. You keep oversight. Every step stays documented.
Control
Every File, One Place
Documents, signatures, messages and notes for each loan meet in a single Loan File, with permission-based access deciding exactly who sees what.
Core Features
Everything your lender needs to collect documents under your own brand.
FileButler handles the borrower-facing work that usually gets scattered across email attachments, signing links, shared drives and follow-up phone calls.
Documents & client files
Secure file storage and sharing
Collect, store, review and share client documents in organized folders with 100 GB included per paid license and additional storage at $4.95 per 100 GB or $39.95 per terabyte, encrypted at rest and in transit.
Loan Files and status tracking
Keep every borrower and every loan organized from the first upload through completion, with status tracking, document categories and internal notes.
Signatures & templates
Electronic Signatures with Certificate of Completion
Send agreements, engagement letters and consent forms for electronic signature. FileButler generates a Certificate of Completion documenting the signing sequence, timestamps and signer identity.
Document templates with merge fields
Save reusable disclosures, conditions lists and borrower letters as templates, with merge fields such as Loan Number, Loan Type and Loan Amount that fill in from the Loan File.
Communication & follow-up
Portal notifications and email filing
Notifications go out from the portal with a link back to it, and clients answer in the portal. Email your clients send to your connected intake mailbox, with their file number in the subject, is filed to the right client folder automatically, so the paper trail stays complete without extra work.
Secure client and staff messaging
Every conversation stays tied to the right client folder. No lost threads, no searching a separate inbox to understand what was said.
Smart reminders
Request missing pay stubs, bank statements and tax returns, follow up on unsigned disclosures and acknowledgments and nudge stalled loans. Reminders send on the schedule you choose and log to the Loan File.
Control & branding
Permission-based staff access
Admins control what each staff member can see and do, from messaging and emailing to viewing client information and signing authority.
White-label branding
Upload your logo and company name, choose a branded portal URL, and the portal looks like it belongs to your business, not the software vendor's.
Calendar
Never miss a deadline
Every deadline lives on one calendar and stays tied to the client folder it belongs to. Alarms and email reminders tell the right person before the date arrives.
Calendar views and Deadlines This Week
See your deadlines on the calendar, and check the Deadlines This Week list to know exactly what is due now.
Alarms and email reminders
Set an alarm and an email reminder on a deadline, so the people responsible hear about it ahead of time.
Deadlines tied to a folder
Link a deadline to a client folder, and it stays connected to the files, messages and notes it relates to.
Assigned and prioritized
Assign each deadline to a team member and set its priority, so everyone knows what is theirs and what comes first.
Color-coded topics
Give each topic its own color, so different kinds of work are easy to tell apart on the calendar.
Repeating deadlines and private items
Set a deadline to repeat, and it comes back on schedule without being entered again. Mark an item private when it is not meant for the rest of the team.
Client email that files itself
Connect your own intake mailbox, and FileButler copies each new message and its attachments into the right client folder. Junk filtering keeps spam out, so your team only sees real client mail.
Automatic filing
Each message and its attachments land in the matching client folder, with no copying, forwarding or downloading.
Unmatched mail goes to the Inbox
When a message cannot be matched to a client, it waits in the Inbox until your team assigns it to the correct folder.
Inbox, Junk and Blocked
Mail is sorted into Inbox, Junk and Blocked, so real client mail stays separate from everything else.
Block a sender
Block a sender once, and mail from that address stays out of your Inbox from then on.
Full details on every email
Open any email to see its full details, including the sender, the date, the message and its attachments.
Notifications
Your team is notified when new client mail arrives, so nothing sits unread.
The Mortgage pack
Ready for your next loan on day one.
Turn on the Mortgage / Lending pack in Settings and your portal speaks your language. The starter checklist, merge fields and wording below are yours to edit, rename or remove at any time.
Starter document checklist
Borrowers see what to upload. Your team sees what is still missing.
- Loan Application
- Government-Issued Identification
- Pay Stubs (Last 30 Days)
- Wage Statements (Last Two Years)
- Federal Tax Returns (Last Two Years)
- Bank Statements (Last Two Months)
- Purchase Contract
- Homeowners Insurance Declaration
- Appraisal Report
- Title Commitment
- Loan Estimate Acknowledgment
- Closing Disclosure Acknowledgment
- Signed Disclosures
Merge fields for your templates
Type it once in the Loan File. It fills in every document that uses it.
Loan NumberLoan TypeLoan AmountProperty AddressInterest RateLoan TermCo-BorrowerLoan OfficerRate Lock ExpirationAppraised ValueCash to Close
Words your clients recognize
- Loan
- each piece of work
- Loan File
- where everything is kept
- Borrower
- the people you serve
- Lender
- your organization
- Closing Date
- the key date on every file
How it works
Launch your client portal in three steps.
Your team gets the structure. Your clients get a simple place to respond. Everyone gets fewer loose ends.
1 Brand your workspace
Add your company name, logo and branded subdomain so the portal looks and feels like your business from the first login.
2 Set up folders and templates
Turn on the Mortgage pack, create Loan Files, and save the disclosures, conditions lists and borrower letters you send most often.
3 Invite clients and staff
Borrowers upload their documents, answer your questions and sign disclosures and acknowledgments. Staff work from the permissions you approve.
Walkthrough
See how FileButler works in about five minutes.
See how FileButler helps businesses collect documents, send electronic signatures, use document templates with merge fields, message clients, and keep every client file organized in one secure branded portal.
Read the walkthrough overview
Welcome to FileButler
Welcome to FileButler, the secure, branded client portal software from Envisage Companies. If your client work still runs through email, attachments and shared drives, you already know the cost. Files get buried, nobody is sure which version is current, and you spend your day chasing paperwork instead of doing the work. FileButler gives every client one secure place, under your brand, where everything is already organized.
What your clients experience
Your clients receive a simple invitation and sign in to a portal that carries your name and logo. They see only their own files, a clear list of what you need from them, and your messages, all in one place. They can upload from a phone in the parking lot or from a laptop at the kitchen table, with nothing to install. The result is clients who send what you asked for the first time, and far fewer follow-up calls.
Every client, one folder
Every client gets a folder that follows the work from the first conversation to the finished job. You see at a glance where each one stands, which documents are in, which are still missing, and what happened last. Notes for your team stay private to your team. And the checklist speaks your industry's language, so clients recognize exactly what you are asking for.
Stop chasing documents
Instead of asking for the same documents three times, you tell FileButler once. Clients see each item you need and whether it has been received. Every upload is time stamped and kept with its version history, so an updated form never overwrites the original. Documents, photos, video and audio all upload the same way, and large files upload in pieces with a progress bar, even on a slow connection.
Your letters and forms, filled in for you
The letters, agreements and forms you send every week become templates. Add a blank for the client's name, the file number or the date, and FileButler fills it in from the client's record. Preview the finished document, then send it to the client or send it for signature, and it stays with that client's file. What used to take fifteen minutes of copying and pasting takes about one.
Signatures without the chase
Getting a signature should not mean printing, scanning and waiting. Send any document for signature from the client's folder. The client gets an email, opens the document, signs by drawing or typing, and is done in under a minute, from any device. Every signed document comes with a Certificate of Completion that records who signed, when, and in what order, and both stay attached to the client's file.
Client email that files itself
Clients will always email you, and that is fine. Connect your intake mailbox, and when a message arrives with a file number, FileButler copies the message and its attachments into the right client folder for you, within minutes. Anything it cannot match waits in one inbox for a quick assignment. No more digging through a shared mailbox to find the attachment someone sent last Tuesday.
Never miss a deadline
Every deadline lives on one calendar and stays tied to the client it belongs to. The Deadlines This Week view shows your team what is coming, alarms and email reminders make sure nothing slips, and each deadline can be assigned to a person, given a priority, color coded by topic or set to repeat. Missing a date because it was written on a sticky note stops being a risk.
Conversations that stay with the file
Messages live inside the client's folder, so every question and every answer stays with the matter it is about, and anyone on your team can pick up the thread. When a client goes quiet on a document request, FileButler sends the reminder for you, in your words and on your schedule, and logs it in the file. Follow-up happens without anyone remembering to do it.
Your team, your rules
You decide what each person on your team can see and do. Give a new hire access to their own clients only. Let a senior team member change status and manage client accounts. Keep deleting folders to yourself. Permissions take seconds to set and seconds to change, so bringing someone on or moving them off a client never means handing over everything.
A complete record when it matters
When a client disputes what happened, or an auditor asks, you need the record, not your memory. FileButler keeps an activity log for every folder: every upload, status change, message, reminder and signature, with who did it and when. Finished work moves to the File Archive, and anything deleted by mistake can be restored from the Recycle Bin. The paper trail builds itself while you work.
Security your clients can trust
Your clients are trusting you with their most sensitive documents, and FileButler is built for that trust. Every sign-in requires a verification code. Files are encrypted while they move and while they are stored, and they are kept with an independently audited storage provider across two separate United States data centers. The database is backed up every night, and those backups are tested every month. You get enterprise-grade protection without an IT department.
Your brand, on every device
Your clients see your business, not ours. Your logo, your company name and your own web address carry through the portal, the emails and the signing experience. Clients and staff can work from a desktop browser, the desktop app, an iPhone or an Android phone, and a built-in Help Center answers the common questions before they ever reach your team.
Ready to put this to work?
FileButler is $39.95 per month per paid license, with unlimited client accounts and 100 gigabytes of storage per license. Try it free for two weeks on the monthly plan, or get one month free on the annual plan, with no contract and nothing to install. Give your clients one secure place for everything. Start your free trial today at filebutler.io.
Who it's for
For lenders who collect documents from every borrower.
Loan officers, mortgage brokers and lending teams. If every loan means chasing pay stubs, statements and signed disclosures, FileButler gives you a branded portal to collect them.
- Loan officers
- Mortgage brokers
- Mortgage bankers
- Loan processors
- Credit unions
- Private lenders
Security and trust
Built for businesses that handle confidential client files.
FileButler gives your team a more controlled way to manage client documents, signatures and communication than scattered email attachments, third-party signing links and shared drives.
Two-factor authentication
Help protect account access with verification built into the sign-in process.
Encrypted storage
Store sensitive files in a protected document environment built for client work.
Access controls
Assign staff access by role and permission so each person sees the work they are approved to handle.
Certificate of Completion
Every electronic signature generates a certificate documenting signing sequence, timestamps and signer identity.
Audit-ready activity log
Every upload, download, message, signature and status change is logged to the client folder.
Secure Stripe billing
Subscriptions are processed securely through Stripe at checkout.
About the Founder
Built from years of client document workflow experience.
FileButler was created by Joanna Hatch, founder of Envisage Companies, LLC, after years of managing confidential client documents, signatures and deadlines. It gives accountants, adjusters, mortgage and title teams, property managers, consultants and every team that trades files with its clients a branded, secure way to exchange documents, send electronic signatures and keep client communication organized.
Pricing
Simple, transparent pricing.
Start with a 14-day free trial on the monthly plan, or pay annually and get the equivalent of one month free on your first annual purchase. Every plan includes every feature.
Special Offer
2 weeks free on the monthly plan, no code needed
or1 month free on the annual plan, no code needed
Your free trial starts automatically at checkout. No code is needed.
FileButler Monthly
Secure branded client portal for small and growing teams.
$39.95/month per paid license
Try it free for 14 days. Then $39.95 per paid license per month. No contract. Cancel anytime.
FileButler Annual
Pay yearly and get the equivalent of one month free on your first annual purchase.
$439.45/year per paid license
One month free on your first annual purchase, versus paying monthly. No contract. Cancel before renewal.
Both plans include
- Unlimited client accounts and projects
- 100 GB secure document storage per paid license, $4.95 per additional 100 GB or $39.95 per additional terabyte
- White-label branded subdomain
- Electronic signatures with Certificate of Completion
- Document templates with editable merge fields
- Connect your own intake mailbox, and FileButler copies each new message and its attachments into the right client folder
- Calendar with deadline alarms and email reminders
- Secure messaging and smart reminders
- Two-factor authentication, encrypted storage and priority support
- Desktop, iPhone, Android and browser access
Questions
Questions loan officers ask before they start.
Is FileButler a loan origination system?
No. FileButler is the secure, branded portal your borrowers use to send you documents, message your lender and sign disclosures and acknowledgments. It works alongside the software you already use and does not replace it.
What is the Mortgage pack?
A one-click setup in Settings for mortgage lenders and loan officers. It adds 11 merge fields (Loan Number, Loan Type, Loan Amount, Property Address, Interest Rate, Loan Term, Co-Borrower, Loan Officer, Rate Lock Expiration, Appraised Value and Cash to Close), a starter checklist of 13 common documents, Closing Date as the key date, and portal wording such as Loan and Borrower.
Can I change the document checklist?
Yes. The pack copies a starter checklist into your own settings. You can add, rename, reorder or remove items at any time, and your changes never affect any other FileButler customer.
Can borrowers upload documents from their phone?
Yes. Borrowers can upload documents and photos from a desktop, a phone or any browser. Your staff can also upload, review and organize documents in the same Loan File.
Can I send disclosures and acknowledgments for electronic signature?
Yes. Send disclosures and acknowledgments and other documents for electronic signature directly from the portal. Each completed signature generates a Certificate of Completion documenting the signing sequence, timestamps and signer identity.
Can I send reminders for missing documents?
Yes. Reminders go out on the schedule you choose and are logged to the Loan File, so you have a record of every request.
Can the portal use my lender's name and logo?
Yes. FileButler includes white-label branding with your name, logo and a branded portal address.
How does pricing work?
FileButler is priced per paid license: $39.95 per license per month, or $439.45 per license per year on your first annual purchase. A license is one person on your team who signs in to your portal. Your clients never need one, and client accounts are unlimited. No contract, and you can cancel anytime. Every plan includes every feature and 100 GB of secure storage per paid license, with additional storage at $4.95 for each additional 100 GB or $39.95 for each additional terabyte per month, whichever is less.
What happens after I subscribe?
FileButler begins setting up your branded portal after checkout. You receive an email with your portal web address, login details and password setup instructions, and you can turn on the Mortgage pack from Settings.
What files can our borrowers send us?
Borrowers can send documents (PDF, Word, Excel, CSV, PowerPoint, plain text and saved emails), photos (JPG, PNG, TIFF, iPhone HEIC and camera raw), videos (MP4, MOV, M4V, 3GP, WebM, AVI and MKV) and audio recordings (M4A, MP3, WAV, AAC, OGG, Opus and FLAC), straight from a phone or computer. Every upload shows a progress bar, large files go up in pieces that retry on their own, and videos and recordings play right in the browser with skip-ahead. ZIP archives are not accepted.
Contact
Contact us
Have a question about FileButler, or want to see how it would work for your business? Send us a message or schedule a 15 minute call.
Schedule a call
Pick a time that works for you and talk through your questions in a 15 minute call.
Schedule a 15 Minute CallYour BrandYour PortalYour ClientsOne Organized FileNo ContractLive in Minutes
One professional, branded place for your borrowers to upload documents, respond to reminders, message your team and sign disclosures and acknowledgments, while every document and conversation stays organized in the correct Loan File.
Schedule a 15 Minute Call