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What is File Request Pro?

Collecting electronic files from clients can pose significant challenges due to different software preferences and the often disorganized nature of email, which is typically not secure. By implementing a tailored upload page featuring easy drag-and-drop functionality, you can simplify the process of gathering and sorting files. This innovation allows you to prioritize more important tasks while reducing worries about logistics and security. As a result, you can easily collect digital documents, images, and videos from your clients, regardless of the software they use, ensuring that all submissions are securely saved in your cloud storage categorized under each client’s name. This not only removes the frustration associated with lost files but also eliminates the lengthy searches that can accompany traditional methods. File Request Pro integrates smoothly with services like OneDrive, SharePoint, Google Drive, and Google Docs, enabling quick setup in just five minutes. You can systematically arrange essential documents such as personal details, bank statements, and various financial records directly within your cloud storage. By enhancing the customer experience, you are able to dedicate more time to your core business activities, particularly in the areas of lending and mortgage services. This ensures that you can focus on finalizing deals rather than being overwhelmed by paperwork, allowing for a swift collection and organization of crucial documents like identification, pay slips, and bank statements, which further streamlines your workflow. Moreover, a seamless submission process can greatly enhance client satisfaction, cultivating stronger professional relationships and encouraging repeat business in the future.

What is Clustdoc?

Clustdoc transforms client onboarding into a guided, collaborative experience that businesses can scale with confidence. By replacing disconnected emails, spreadsheets, and shared drives with a unified digital workspace, Clustdoc allows teams to manage onboarding from start to finish in one place. Information collection, document requests, task coordination, and approvals are orchestrated through structured workflows that keep everyone aligned. Clients move through clearly defined steps with full visibility into what’s required and what comes next. At the same time, internal teams track progress in real time, reduce friction, and ensure every onboarding follows a consistent standard. Built for service-led organizations, Clustdoc helps turn onboarding into a smoother path to engagement, activation, and long-term client relationships.

Media

Media

Integrations Supported

Dropbox
Google Drive
Zapier
Microsoft OneDrive
Microsoft SharePoint
Squarespace
Weebly
Wix
WordPress

Integrations Supported

Dropbox
Google Drive
Zapier
Integrately
Pabbly Connect
Quickwork
Slack
Wufoo

API Availability

Has API

API Availability

Has API

Pricing Information

$49 per month
Free Trial Offered?

Pricing Information

€190/month
Contact us
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

File Request Pro

Date Founded

2019

Company Location

United States

Company Website

filerequestpro.com

Company Facts

Organization Name

Clust Technologies

Date Founded

2019

Company Location

France

Company Website

clustdoc.com

Categories and Features

Document Collection

Not specified

Portal

Not specified

Categories and Features

Customer Onboarding

Not specified

Document Collection

Not specified

Portal

Collaboration
Document Management
File Sharing

Popular Alternatives

Popular Alternatives

Clustdoc Reviews & Ratings

Clustdoc

Clust Technologies