ourdms.com

What It Is

OurDMS is a document management system for mortgage brokers and financial professionals. It is not positioned as a general-purpose cloud drive, but as a tool designed around client information collection, loan application documents, compliance checks, and team permissions. The page emphasizes that it is built specifically for workflows used by Australian finance professionals, with a desktop application as the primary way to use the product.

Core Features and Collaboration

Key features include secure document requests, team and role management, compliance checklists, loan application pipelines, Microsoft Entra ID login, Azure storage, and audit logs. Brokers can send clients unique upload links, allowing customers to upload identity documents, payslips, bank statements, and other materials without logging into a portal. This reduces friction for external clients. Internal teams can invite brokers, managers, and admins, and use role-based access control to limit what each user can see. Loan applications can be tracked through a pipeline from pre-approval to settlement, with notes, document versions, and a complete audit trail retained.

Security, Integrations, and Deployment

OurDMS explicitly uses Microsoft Entra ID login, reducing the need to manage additional passwords. Documents are stored on Azure, with automatic version control, and the system records viewing activity, timestamps, and reasons. The page also mentions Azure Blob Storage, Azure SQL, and “SOC-2 ready infrastructure.” However, it does not state whether SOC 2 certification has been formally obtained, nor does it disclose encryption details, data residency regions, backup policies, or compliance certificates. Deployment appears to be an Azure-based cloud service, with no mention of self-hosting. For third-party integrations, the only confirmed items are Microsoft identity and Azure infrastructure; there is no visible API, developer documentation, or integration information for CRM systems, banks, or loan approval platforms.

Pricing and Trial

The page includes a Pricing entry point and offers “Sign up free” and “No credit card required to get started.” This indicates that users can begin registration without a credit card, but it does not disclose the scope of the free plan, trial duration, plan pricing, number of seats, or storage limits. As a result, it is currently difficult to fully assess the long-term cost of using the product.

Pros, Cons, and Who It’s For

The main advantage is its clear vertical focus. It is especially suitable for Australian mortgage brokerage firms, financial advisory teams, and loan document management workflows that require compliance records. Client uploads without login can also improve the efficiency of document collection. The downside is that public information is limited: pricing, API availability, mobile support, payment methods, support channels, and compliance certification status are all unclear. Its industry fit is also relatively narrow, so users outside Australia or outside loan-related scenarios should evaluate it carefully.

Access from China and Alternatives

Access from mainland China cannot be determined from the page alone, so it should be considered unknown. If a team plans to use it from China, they should test actual access speed, Microsoft login availability, Azure regional connectivity, and the feasibility of overseas payments. Comparable alternatives include SharePoint, Box, Dropbox Business, M-Files, DocuWare, as well as Chinese document and workflow management solutions such as 泛微, 致远, and 蓝凌.