Stop chasing income docs across email and WhatsApp

Droplana is a client document portal for professional service businesses. For mortgage and financial professionals, that means one private, persistent portal per applicant for collecting sensitive documents and sending decisions back - two-way exchange, no client account.

Why document collection is the real bottleneck

A mortgage application does not stall on the numbers. It stalls on the paperwork. The pattern is familiar to any broker:

• You send a checklist. The client emails one payslip today, a bank statement three days later, and forgets the ID entirely.
• Documents arrive as blurry phone photos over WhatsApp, out of any order, with no record of who sent what and when.
• A signed disclosure comes back as a scan-of-a-scan, or the client says they will "drop it in later."
• Multiply this across a full pipeline of applicants and chasing documents becomes most of the job.

Droplana collapses the whole exchange into one private portal per applicant. They send everything to one link. You see it all in one place, labelled by client. When you collect documents this way instead of over email, nothing is buried in a thread and nothing gets lost. For the full picture on what a client portal is and how to evaluate one, see our client portal guide.

Why brokers use Droplana

Organised intake, not an inbox to triage

Each applicant has their own portal to upload everything you need. You see it in one place, per client - not hunting through attachments across dozens of email threads during a busy month.

The phone is the scanner

Most clients do not own a scanner, and that single obstacle is what stalls document collection. The Take Photo button removes it: the client points their phone at the document and it is in the portal. Most will use it without any instruction.

Signed disclosures, in-browser or from paper

When you need a signed disclosure or declaration, the client signs it right in their portal - type, draw, or upload a signature, no printing. It sits under their name, timestamped, with a verification ID and QR code anyone can check. Already have a paper copy signed the old way? They can upload or photograph that instead.

A clean file per applicant

The portal holds the whole exchange - documents in, offer out, per-file comments for context. If a case is queried weeks later, you both know where to look.

Built for sensitive financial data

Mortgage files are dense with personal and financial data. Everything stays on EU infrastructure with a DPA available - not on a US-hosted drive where the data may rest outside EU jurisdiction. See our security setup for the full encryption and access-control breakdown.

GDPR and sensitive financial data

Mortgage applications involve a high concentration of personal data: income figures, bank account details, national identification, and proof of address. Under GDPR this is personal data, and the broker handling it is a data controller. When you use a third-party tool to collect or store these documents, that tool is a processor, and GDPR Article 28 requires a signed Data Processing Agreement.

How Droplana handles this

• EU storage, end to end. All files, comments, and metadata are stored on Hetzner in Germany. No data leaves the EU at any point.
• DPA available. A Data Processing Agreement is available for all plans, covering Droplana's role as processor, retention, sub-processors, and deletion.
• EU company. Droplana is operated by Ubique d.o.o., registered in Croatia. Your contractual relationship is with an EU entity subject to EU law.
• Sub-processors in the EU. Storage (Hetzner, Germany), mail delivery (Brevo, France), payments (Creem, Estonia) - all EU.

Brokers who also work alongside accountants and other advisors get the same clean, per-client document layer across every engagement.

Quick FAQ

Can clients upload their documents to me? Yes. That is the main use case - payslips, bank statements, ID, proof of address, and signed disclosures, uploaded directly to each client's private portal.

Can a client photograph a document with their phone? Yes. The portal has a Take Photo button that opens the phone camera. No scanner, no app to install.

Is Droplana an e-signature tool? Droplana has in-browser PDF signing - type, draw, or upload a signature to sign a disclosure right in the portal. It is not a certified or qualified electronic signature, so pair a dedicated tool with anything that has a hard legal signing requirement. Clients can also upload or photograph an already-signed paper copy instead.

Is Droplana GDPR compliant? Droplana is EU-hosted and GDPR-aligned: all data is stored in Germany (Hetzner), Droplana is operated by an EU company, and a DPA is available - required under GDPR Article 28. Whether your business's overall handling of client data is compliant depends on more than any one tool.

Do my clients need an account? No. They receive a link. They click it. Nothing to install or sign up for.

Check our simple pricing (or start free)

Storage levels and team seats scale with your plan.
Security, per-client encryption, isolation, in-browser PDF signing, and data export are the same on every plan.
No per-client fees. Tax calculated by Creem at checkout.

Check who we compare with