Built for mortgage professionals
Borrowers send documents. Encrypted. No password.
M365 Vault puts a secure document button in your email signature. Borrowers click it, drag in their paystubs and bank statements, and press Send. Everything is encrypted and lands in your private folder. They don’t need an account, an app or a password.
Your signature, working for you
Stop asking borrowers to email their Social Security number.
Email isn’t built for bank statements and tax returns. Your SecureSend button sits in your signature on every message, so when a borrower is ready to send, the safe way is also the easiest way.
It also sets you apart. When a borrower is comparing loan officers, the one with a secure document button looks like the one who has their act together.
- Nothing to send, nothing to remember: the link lives in your signature.
- Your company logo on the page borrowers see.
- Works on phones, so borrowers can send photos of documents too.
How it works
Four steps. You set it up once.
After that, every email you send carries a secure way for borrowers to get documents to you.
Add your link
Put your SecureSend button in your email signature. Our free builder does it for you.
Borrower clicks
No sign-up, no password, no app. The upload page opens with your name, and your logo if you’ve added one.
Files travel encrypted
Documents go straight to your private folder in Microsoft’s cloud, encrypted in transit and at rest.
You download them
Sign in with your Microsoft account, open your folder and move the files into your loan file.
What you get
Simple for borrowers. Serious about security.
No friction for borrowers
Click, drag, send. No account to create and no password to forget, so documents actually arrive.
Your brand up front
Borrowers see your name and your company logo, not ours. It looks like your own secure portal.
A private folder that’s yours
Each loan officer gets their own folder. Nobody else’s uploads land there, and nobody else can open it.
Microsoft-grade protection
Files are stored in Microsoft’s cloud and protected by Microsoft Entra ID. It’s the same technology banks use.
Big files, any device
Up to 500 MB per file, in any format: PDFs, phone photos, Word and Excel. It works on any phone or computer.
Free signature builder
A polished, compliant signature with Equal Housing and your NMLS number, ready to paste into Outlook or Gmail.
Pricing
One link. Two simple ways to pay.
Same service on both plans. Pick how you want to pay.
Monthly
No contract. Cancel anytime.
$20/month
- Your personal SecureSend link for your email signature
- A private, encrypted folder in Microsoft’s cloud
- Your company logo on the page borrowers see
- Borrowers send with no account and no password
- Files up to 500 MB each, in any format
- The free SecureSend signature builder
Billed monthly. Cancelling stops the next charge; partial months aren’t refunded.
Lifetime
Pay once. No monthly bill.
$299one time
- Your personal SecureSend link for your email signature
- A private, encrypted folder in Microsoft’s cloud
- Your company logo on the page borrowers see
- Borrowers send with no account and no password
- Files up to 500 MB each, in any format
- The free SecureSend signature builder
One payment for as long as M365 Vault operates. Costs less than 15 months of the monthly plan.
Secure checkout by Stripe. Have a promo code? Enter it at checkout. Buying for a team? Email info@m365vault.com.
Put a secure link in your signature today.
Set up takes a few minutes. Your borrowers get the easiest way to send documents safely, and you look like the professional you are.