Collect Description
Collect is an easy-to-use secure portal solution that allows you to collect and manage documents for clients.
From Fortune 500 companies to small agencies and professional services providers. Collect is highly customizable, with advanced branding and white-labeling options to match a wide range of use cases.
Collect allows teams to be more productive in document collection thanks to advanced features like automatic reminders, assignments, validation processes ,..., and validation workflows
It can also be integrated with existing tools.
// Be more productive
Collect was designed to help you be more productive.
// Make a good impression
Collect can help you move your brand forward. Your logo and colors will be displayed on your client portal and communications. You can even have a white-label client portal.
// Keep your workflow secure
Collect takes security seriously and adheres to world-class security standards. Collect has data centres in the US and EU.
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The system streamlines operations by consolidating processes, automating repetitive work, and maintaining regulatory compliance through a scalable, API-first framework. By eliminating workflow obstacles and simplifying daily activities, LendingPad allows mortgage teams to concentrate on customer service rather than administrative hurdles. Its adaptable design ensures that organizations of any scale can respond effectively to market shifts, regulatory changes, and new business demands.
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Pricing
Pricing Starts At:
$39 /month
Pricing Information:
Starter: $39 /month
Pro: $79 /month
Business: $199 /month
Pro: $79 /month
Business: $199 /month
Free Trial:
Yes
Integrations
Company Details
Company:
Collect
Year Founded:
2019
Headquarters:
France
Website:
www.usecollect.com
Media
Easy to use and secure client portal
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Customer Support
Business Hours
Online Support
Collect Features and Options
Document Management Software
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Indexing
Email Management
File Recovery
Forms Management
Version Control
Mortgage and Loans Software
Client Database
Closing Documents
Contact Management
Customer Statements
Document Management
Electronic Applications
Loan Servicing
Pre-Qualification
Refinance Management
Residential Mortgages
Workflow Management Software
Approval Process Control
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
No-Code
Third Party Integrations
Workflow Configuration
File Sharing Software
Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Encryption
User Management
Workflow Management
Loan Origination Software
Audit Trail
Closing Documents
Compliance Management
Customer Database
Document Management
Online Application
Applicant Tracking System
Background Screening
Collaboration Tools
Onboarding
Reference Checking
Self Service Portal
Workflow Management
Onboarding Software
Document Management
E-Verify / I-9 Forms
Electronic Forms
Employee Portal
File Management
Self Service Portal
Admissions and Enrollment Software
Application Management
Assessment Management
Colleges / Universities
Forms Management
Recruiting Management
Self Service Portal
Audit Software
Compliance Management
Dashboard
Exceptions Management
Issue Management
Risk Assessment
Legal Document Management Software
Access Controls
Archiving & Retention
Collaboration
Version Control
AML Software
Case Management
Compliance Reporting
Identity Verification
Transaction Monitoring
Collect Lists
Collect User Reviews
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