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What is ImportFeed?

Clients have the ability to upload their paperwork through multiple avenues and monitor its progress in real-time. The platform efficiently organizes new submissions to expedite processing. Utilizing advanced document management features and providing instant feedback to clients allows for faster task completion. After a document is uploaded, clients receive updates about its processing stage. Users can conveniently search for documents based on client name, submission date, or their current status. Furthermore, clients have secure access to their files, can review earlier versions, and track any modifications made. They can also transmit documents, take pictures, or forward emails effortlessly from any device. All incoming submissions are gathered into a single, manageable list to enhance organization. The search functionality is optimized, permitting inquiries based on client details, date of submission, or status updates. With just a click, users can scan and send documents straight from their mobile devices. Each client is provided with a dedicated email address for effortless document submission. Additionally, there is a secure portal designed for clients, offering quick access to vital documents and improving the overall experience. This comprehensive system not only streamlines document management but also promotes enhanced communication with clients, ensuring they stay informed throughout the process. It ultimately transforms the way clients interact with their documentation, making the entire experience more user-friendly and efficient.

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

Integrations Supported

Slack
Stackreaction
Zapier

API Availability

API Availability

Pricing Information

$89 per 3 users per month
Free Trial Offered?

Pricing Information

$39 /month
Starter: $39 /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
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

ImportFeed

Date Founded

2019

Company Location

Israel

Company Website

www.importfeed.com

Company Facts

Organization Name

Collect

Date Founded

2019

Company Location

France

Company Website

www.usecollect.com

Categories and Features

Document Collection

Not specified

Document Management

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

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