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Ratings and Reviews 0 Ratings
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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 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.
Integrations Supported
Zapier
Dropbox
Google Drive
Microsoft OneDrive
Microsoft SharePoint
Squarespace
Weebly
Wix
API Availability
Has API
API Availability
Pricing Information
$49 per month
Free Trial Offered?
Pricing Information
$39 /month
Starter: $39 /month
Pro: $79 /month
Business: $199 /month
Pro: $79 /month
Business: $199 /month
Free Trial Offered?
Supported Platforms
SaaS
Supported Platforms
SaaS
Customer Service / Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Documentation Hub
Training Options
Documentation Hub
Company Facts
Organization Name
File Request Pro
Date Founded
2019
Company Location
United States
Company Website
filerequestpro.com
Company Facts
Organization Name
Collect
Date Founded
2019
Company Location
France
Company Website
www.usecollect.com
Categories and Features
Document Collection
Not specified
Portal
Not specified
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