Transform Your Onboarding Process with Collect: The Secure, User-Friendly Client Document Collection Software

About Collect

In today's fast-paced business environment, efficiency and security are paramount, and Collect delivers on both fronts. This innovative client document collection software is designed to streamline the onboarding process, making it an invaluable tool for a wide range of professionals, from real estate agents to human resource managers.

One of the standout features of Collect is its user-friendly interface, which allows users to set up their accounts in under five minutes. This ease of use is complemented by powerful automation capabilities, such as automatic reminders and SMS notifications, which significantly reduce the time spent chasing down documents. The ability to customize intake forms and control the types of documents clients can upload adds an extra layer of personalization that enhances the overall user experience.

Security is a top priority for Collect, and it shows. The platform employs robust encryption protocols to protect data both at rest and in transit, ensuring that sensitive information remains confidential. With strict access controls and comprehensive audit logs, users can feel confident that their data is secure.

Moreover, Collect's integration capabilities are impressive. The software seamlessly connects with existing tools through its REST API, allowing businesses to maintain their workflows without disruption. This flexibility makes it an ideal solution for companies looking to enhance their operational efficiency.

The option for white-labeling further sets Collect apart, enabling businesses to present a cohesive brand experience to their clients. Customizing the client portal with logos and color themes not only enhances brand visibility but also fosters trust and professionalism.

Collect is a robust, secure, and highly customizable solution for client document management. Its combination of automation, security, and integration capabilities makes it a must-have for any business looking to improve its onboarding process and enhance client satisfaction. I highly recommend giving Collect a try—it's a decision that could transform your document collection process and elevate your business operations.

AML Features

• Case Management
• Compliance Reporting
• Identity Verification
• Transaction Monitoring

Audit Features

• Compliance Management
• Dashboard
• Exceptions Management
• Issue Management
• Risk Assessment

Admissions Features

• Application Management
• Assessment Management
• Colleges / Universities
• Forms Management
• Recruiting Management
• Self Service Portal

Onboarding Features

• Document Management
• E-Verify / I-9 Forms
• Electronic Forms
• Employee Portal
• File Management
• Self Service Portal

File Sharing Features

• Audit Trail
• Chat / Messaging
• Collaboration
• Document Management
• Drag & Drop
• Encryption
• User Management
• Workflow Management

Loan Origination Features

• Audit Trail
• Closing Documents
• Compliance Management
• Customer Database
• Document Management
• Online Application

Applicant Tracking Features

• Background Screening
• Collaboration Tools
• Onboarding
• Reference Checking
• Self Service Portal
• Workflow Management

Mortgage and Loans Features

• Client Database
• Closing Documents
• Contact Management
• Customer Statements
• Document Management
• Electronic Applications
• Loan Servicing
• Pre-Qualification
• Refinance Management
• Residential Mortgages

Document Management Features

• Access Controls
• Archiving & Retention
• Collaboration Tools
• Compliance Tracking
• Document Archiving
• Document Indexing
• Email Management
• File Recovery
• Forms Management
• Version Control

Workflow Management Features

• Approval Process Control
• Compliance Tracking
• Configurable Workflow
• Customizable Dashboard
• Document Management
• Forms Management
• No-Code
• Third Party Integrations
• Workflow Configuration

Legal Document Management Features

• Access Controls
• Archiving & Retention
• Collaboration
• Version Control