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What is FastDox?

Customers can obtain essential documentation in mere minutes by either uploading or taking a photo of their confidential information, which can then be securely sent without delay. The platform allows for an unlimited number of document uploads, regardless of their size, offering the flexibility to send files anywhere and at any time. With features like automatic document alignment and edge cropping, businesses can enhance their service offerings and streamline the onboarding process for their clients. This innovative system handles all the heavy lifting, allowing your team to focus on delivering exceptional service. By alleviating administrative tasks, your staff can dedicate their time to expanding your customer base. Many of our clients have experienced a remarkable 35% boost in sales as a direct result of using our platform. Embrace a smarter work approach that significantly cuts labor costs and minimizes overall business expenses. FastDox not only slashes postage costs by an impressive 95% but also fosters customer loyalty, ensuring that clients return for future business. With these advantages, your organization can thrive in a competitive market.

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.

Media

Media

Integrations Supported

WWS Open API

Integrations Supported

Slack
Stackreaction
Zapier

API Availability

Has API

API Availability

Pricing Information

£40 per user

Pricing Information

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

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Chromebook
Linux

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

FastDox

Date Founded

2018

Company Location

United Kingdom

Company Website

fastdox.co.uk

Company Facts

Organization Name

Collect

Date Founded

2019

Company Location

France

Company Website

www.usecollect.com

Categories and Features

AML

Case Management
Compliance Reporting
Identity Verification
Transaction Monitoring

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Task Management
Territory Management

Customer Onboarding

Not specified

Digital Signature

Audit Trail
Authentication
Auto Reminders
Document Analytics
Mobile Signature
Progress Tracking
Task Progress Tracking

Document Collection

Not specified

Identity Verification

Not specified

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Scoring
Lead Segmentation
Pipeline Management

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

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