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.
Pricing
Price Starts At:
$39 /month
Price Overview:
Starter: $39 /month
Pro: $79 /month
Business: $199 /month
Pro: $79 /month
Business: $199 /month
Free Trial Offered?:
Yes
Integrations
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Screenshots and Video
Easy to use and secure client portal
Company Facts
Company Name:
Collect
Date Founded:
2019
Company Location:
France
Company Website:
www.usecollect.com
Product Details
Deployment
SaaS
Training Options
Documentation Hub
Support
Standard Support
Web-Based Support
Product Details
Target Company Sizes
1-10
11-50
51-200
201-500
Target Organization Types
Mid Size Business
Small Business
Startup
Supported Languages
English
Collect Categories and Features
Workflow Management Software
Approval Process Control
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
No-Code
Third Party Integrations
Workflow Configuration
Onboarding Software
Document Management
E-Verify / I-9 Forms
Electronic Forms
Employee Portal
File Management
Self Service Portal
Mortgage and Loans Software
Client Database
Closing Documents
Contact Management
Customer Statements
Document Management
Electronic Applications
Loan Servicing
Pre-Qualification
Refinance Management
Residential Mortgages
Loan Origination Software
Audit Trail
Closing Documents
Compliance Management
Customer Database
Document Management
Online Application
Legal Document Management Software
Access Controls
Archiving & Retention
Collaboration
Version Control
File Sharing Software
Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Encryption
User Management
Workflow Management
Document Management Software
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Indexing
Email Management
File Recovery
Forms Management
Version Control
Audit Software
Compliance Management
Dashboard
Exceptions Management
Issue Management
Risk Assessment
Applicant Tracking System
Background Screening
Collaboration Tools
Onboarding
Reference Checking
Self Service Portal
Workflow Management
Admissions and Enrollment Software
Application Management
Assessment Management
Colleges / Universities
Forms Management
Recruiting Management
Self Service Portal
AML Software
Case Management
Compliance Reporting
Identity Verification
Transaction Monitoring