Your reimbursables,
finally on a leash.
We track every dollar you front, date and caption your field photos, build the photo addendum, and hand back a client-ready package PDF — in the time it takes to refill your coffee.
One slice of the web of chaos every REO broker lives in — handled. Intuitive enough that the package actually goes out this week, not next.
Standalone or bundled — full pricing below.
Start free — 3 real files, up to 90 days. No card up front.
Real dollars, not hand-wave numbers. Bundle in CI: Know Your Numbers and watch it climb even higher.
Based on 50 files per year at a $24.40/hr bookkeeper rate. This is what it would cost you to pay someone to do it — not what your own time as the REO Broker is worth.
Two ways to run the Hub
Reimbursement Hub
Drop in documents, snap field photos, get a client-ready package PDF. Builder, OCR, shared client form library, Photo Processor, and the Float Cost Meter — the reimbursement workflow on its own, no model to set up.
Hub + CI: Know Your Numbers
Same builder, same shared form library — but Hub data flows back into your cost model as live per-client and per-Client actuals. SLA, photo compliance, float exposure, days-to-submit, and rejection % all become part of your per-file costs instead of guesses.
Every REO broker has their reimbursements in the back of their mind every single day: a stack of vendor invoices, scanned receipts, photos from your phone, and the client’s reimbursement form — and somebody has to turn it all into a clean, client-ready package.
Every client uses a different form. Different fields. Different quirks. Your team re-keys the same data into a different layout every single submission.
Missing dates on photos. Wrong form for this client. A receipt that didn’t scan. The package gets kicked back, the file ages another two weeks, and the float keeps costing you money.
Four steps. Most of them automatic.
One broker maps a client form. Everyone benefits.
Every reimbursement client uses a different form. The first time a Hub user maps a new client’s form, it joins the shared Client form library — the next broker that signs that client gets autofill out of the box.
Your broker data — tax ID, addresses, the values that actually go into the form — stays per-broker. Always. Only the blank-form field map is shared.
Brokers can only see client forms they have an active assignment with.
Maps are shared. Numbers aren’t.
Photo Processor — built in.
The photo addendum is half the package. Photo Processor ships inside the Hub so you’re not stitching one together in a word processor at 9pm on a Sunday.
The three leaks the Hub closes
The patchwork the Hub absorbs.
Join the Reimbursement Hub™ waitlist
Reimbursement Hub™ is in beta. New signups are paused — join the waitlist and we'll email you the moment it opens.
Reimbursement Hub™ — by TrueFile™
The reimbursement workflow is the leak nobody owns. Generic bookkeeping tools weren’t built for it. Generic transaction tools skip it. The client’s portal just receives it. The work in between — the part that decides whether you get your money back this month or next quarter — has been somebody’s after-hours problem for years. Or even worse, high payroll expense just to get your money back that you fronted for a client on a file.
The Hub is the first piece of software built specifically for the REO reimbursement workflow. Not a bookkeeping add-on. Not a project tracker with a reimbursement field. The whole workflow — intake, OCR, routing, client-form fill, photo addendum, package assembly, submission, follow-up — under one roof, in the order an REO broker actually does the work.
For every client, the Hub tracks the signals that decide whether you get paid quickly or slowly: SLA, photo-addendum compliance, float exposure, days-to-submit, and rejection %. The kind of per-client visibility most brokers have never had on this side of the business.
And when you bundle the Hub with CI: Know Your Numbers, those signals stop being just operational metrics. They become live actuals inside your cost model — your reimbursement reality becomes part of your per-file cost, and Marge can finally tell you which clients are quietly subsidizing the float for everyone else.
The package work nobody wants to do — handled, and finally measured.
Compare what’s in each tier
Reimbursement Hub standalone is the on-ramp.
Solo and Pro turn submitted-package data into per-client cost truth — because they add the cost model on top of the Hub.
- Package builder (drop → OCR → client-ready PDF) Beta
- OCR intake on invoices, receipts, and client forms Beta
- Shared client form library (auto-fill blank-form maps) Beta
- Photo Processor (date-stamp, captions, addendum, audit flags) Beta
- Float-cost meter — what aging is costing you per client Beta
- Per-AM SLA tracker + days-to-submit Beta
- Paid-package auto-archive + reconcile (3-tier match) Beta
- Cost model wizard Beta
- Quarterly P&L sync + Cost Variance Beta
- Bookkeeper CoA PDF import Beta
- Marge cost coach + your Margin Map Beta
- Minimum sale price to break even + blended net per file Beta
- Per-client actuals (real $, not modeled) Beta
- Per-AM net contribution Beta
- Pulse portfolio metrics (DOM, fall rate, days-in-inventory) Beta
- AM scorecard + coaching Beta
- TrueFile™ Hub Managing: Assignments, Closing Board, TC Checklist Beta
- Weekly Inspection Schedule + cadence Beta
- Marge Agent mode (Marge does the thing, not just tells you how) Beta
- Email watcher — reads your inbox, flags what actually needs a response, and drafts it (auto-creates draft files from client mail) Beta
- Broker Cloud sync (Google Drive / OneDrive / Dropbox) Beta
- Vendor network access Beta
- Vendor management (onboarding, W-9s, work-order assignment) Beta
- Bid management (request, compare, approve, work orders) Beta
- Buyer Agent Answers Portal Beta
- Offer Management Portal Beta
- Multi-seat team access with role-routed queues Beta
- Email queue + WNY (What Needs You) routing per role Beta
- Package builder (drop → OCR → client-ready PDF) Beta
- OCR intake on invoices, receipts, and client forms Beta
- Shared client form library (auto-fill blank-form maps) Beta
- Photo Processor (date-stamp, captions, addendum, audit flags) Beta
- Float-cost meter — what aging is costing you per client Beta
- Per-AM SLA tracker + days-to-submit Beta
- Paid-package auto-archive + reconcile (3-tier match) Beta
- Cost model wizard Beta
- Quarterly P&L sync + Cost Variance Beta
- Bookkeeper CoA PDF import Beta
- Marge cost coach + your Margin Map Beta
- Minimum sale price to break even + blended net per file Beta
- Per-client actuals (real $, not modeled) Beta
- Per-AM net contribution Beta
- Pulse portfolio metrics (DOM, fall rate, days-in-inventory) Beta
- AM scorecard + coaching Beta
- TrueFile™ Hub Managing: Assignments, Closing Board, TC Checklist Beta
- Weekly Inspection Schedule + cadence Beta
- Marge Agent mode (Marge does the thing, not just tells you how) Beta
- Email watcher — reads your inbox, flags what actually needs a response, and drafts it (auto-creates draft files from client mail) Beta
- Broker Cloud sync (Google Drive / OneDrive / Dropbox) Beta
- Vendor network access Beta
- Vendor management (onboarding, W-9s, work-order assignment) Beta
- Bid management (request, compare, approve, work orders) Beta
- Buyer Agent Answers Portal Beta
- Offer Management Portal Beta
- Multi-seat team access with role-routed queues Beta
- Email queue + WNY (What Needs You) routing per role Beta
- Package builder (drop → OCR → client-ready PDF) Beta
- OCR intake on invoices, receipts, and client forms Beta
- Shared client form library (auto-fill blank-form maps) Beta
- Photo Processor (date-stamp, captions, addendum, audit flags) Beta
- Float-cost meter — what aging is costing you per client Beta
- Per-AM SLA tracker + days-to-submit Beta
- Paid-package auto-archive + reconcile (3-tier match) Beta
- Cost model wizard Beta
- Quarterly P&L sync + Cost Variance Beta
- Bookkeeper CoA PDF import Beta
- Marge cost coach + your Margin Map Beta
- Minimum sale price to break even + blended net per file Beta
- Per-client actuals (real $, not modeled) Beta
- Per-AM net contribution Beta
- Pulse portfolio metrics (DOM, fall rate, days-in-inventory) Beta
- AM scorecard + coaching Beta
- TrueFile™ Hub Managing: Assignments, Closing Board, TC Checklist Beta
- Weekly Inspection Schedule + cadence Beta
- Marge Agent mode (Marge does the thing, not just tells you how) Beta
- Email watcher — reads your inbox, flags what actually needs a response, and drafts it (auto-creates draft files from client mail) Beta
- Broker Cloud sync (Google Drive / OneDrive / Dropbox) Beta
- Vendor network access Beta
- Vendor management (onboarding, W-9s, work-order assignment) Beta
- Bid management (request, compare, approve, work orders) Beta
- Buyer Agent Answers Portal Beta
- Offer Management Portal Beta
- Multi-seat team access with role-routed queues Beta
- Email queue + WNY (What Needs You) routing per role Beta
Annual = 2 months free on every tier. Reimbursement Hub standalone runs the full reimbursement workflow on its own; Solo and Pro add the cost model that turns package data into per-client actuals.
Standalone tools
Or buy just one slice.
Each tool runs on its own. Add the rest when you’re ready.
Run the cost model wizard and quarterly P&L sync on its own. Best on-ramp if you're not ready to move operations into the Hub yet.
Learn moreDate-stamp + caption field photos and build a clean addendum PDF — on its own. Included free inside Reimbursement Hub.
Learn moreAnnual = 2 months free on Solo and Staffed Broker. Photo Processor bills monthly or annually at the same rate. See the full pricing page here.
Get the next package out the door this week.
Set up takes about 10 minutes. The first package usually goes faster than the last one you did by hand.
TrueFile™ is read + queue only. We never originate payment, print checks, move money, or hold funds. Every reimbursement amount, vendor name, and invoice line shown is derived from documents you upload — verify against your own records before submitting to any asset manager.
Floating-cost, days-outstanding, and AR-aging figures in this Hub are estimates based on the dates and amounts you supply. They are operational tracking aids, not accounting records or legal evidence of debt.
See the standard TrueFile™ disclaimer below — the same antitrust, no-price- coordination, and no-legal/financial-advice terms apply to all features.