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What is Collect?

Collect serves as an intuitive and secure portal solution designed for the efficient collection and management of client documents. It caters to a diverse clientele, ranging from Fortune 500 corporations to small agencies and professional service providers, and offers extensive customization options, including advanced branding and white-labeling capabilities that accommodate a variety of applications. With features such as automatic reminders, task assignments, and robust validation workflows, Collect enhances team productivity during the document collection process. Additionally, it can seamlessly integrate with existing tools to further streamline operations. Collect is purposefully crafted to boost your productivity and efficiency. Moreover, it contributes to a positive brand perception by showcasing your logo and colors on the client portal and communications, along with the option for a fully white-label client portal. Security is a top priority for Collect, which complies with leading global security standards and maintains data centers located in both the US and EU to ensure your information is well protected.

What is AlphaTrust e-Sign?

AlphaTrust e-Signâ„¢ simplifies the automation of both document workflows and signature processes, catering to everything from basic present-and-sign tasks to complex transactions that involve numerous documents and participants with diverse requirements. While the feature of electronic signatures is impressive, successful implementation demands more than just affixing signatures; it encompasses the complete cycle of document drafting, user verification, data collection and validation, maintaining compliance standards, gathering signatures, and managing documents and information after signing. For businesses that require seamless signature facilitation, approvals, data gathering, and secure deliveries, AlphaTrust e-Signâ„¢ offers a superior solution. In addition, this platform is designed to act as an all-encompassing workflow automation center specifically crafted for service providers and enterprise needs, allowing for efficient management of intricate situations and high-volume transactions. By incorporating these capabilities, AlphaTrust e-Signâ„¢ establishes itself as an essential tool for contemporary organizations aiming to enhance their document management and signature workflows. Furthermore, its versatility ensures that it can adapt to the evolving needs of businesses in a rapidly changing environment.

Media

Media

Integrations Supported

Slack
Stackreaction
Zapier

Integrations Supported

One Mortgage System (OMS)

API Availability

API Availability

Pricing Information

$39 /month
Starter: $39 /month
Pro: $79 /month
Business: $199 /month
Free Trial Offered?

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Collect

Date Founded

2019

Company Location

France

Company Website

www.usecollect.com

Company Facts

Organization Name

AlphaTrust

Date Founded

1998

Company Location

United States

Company Website

www.alphatrust.com

Categories and Features

Admissions and Enrollment

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

AML

Case Management
Compliance Reporting
Identity Verification
Transaction Monitoring

Applicant Tracking

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

Audit

Compliance Management
Dashboard
Exceptions Management
Issue Management
Risk Assessment

Document Collection

Not specified

Document Management

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

File Sharing

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

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Version Control

Loan Origination

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

Mortgage and Loans

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

Onboarding

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

Workflow Management

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

Categories and Features

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Document Collection

Not specified

eSignature APIs

Not specified

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