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
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration
Onboarding Software
Course Management
Document Management
E-Verify / I-9 Forms
Electronic Forms
Electronic Signature
Employee Handbook
Employee Portal
File Management
Job Description Management
Orientation Management
Self Service Portal
Task Management
Tax Forms
Training Management
Mortgage and Loans Software
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
Loan Origination Software
Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application
Legal Document Management Software
Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control
File Sharing Software
Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management
Document Management Software
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Audit Software
Alerts / Notifications
Audit Planning
Compliance Management
Dashboard
Exceptions Management
Forms Management
Issue Management
Mobile Access
Multi-Year Planning
Risk Assessment
Workflow Management
Applicant Tracking System
Assessments
Background Screening
Candidate Management
Collaboration Tools
Internal HR
Interview Management
Interview Scheduling
Job Board Posting
Job Requisition
Onboarding
Recruiting Firms
Reference Checking
Resume Parsing
Resume Search
Self Service Portal
Workflow Management
Admissions and Enrollment Software
Application Management
Assessment Management
Candidate Management
Colleges / Universities
Evaluation Management
Fee Management
Financial Aid Management
Forms Management
K-12
Recruiting Management
Scoring
Self Service Portal
AML Software
Behavioral Analytics
Case Management
Compliance Reporting
Identity Verification
Investigation Management
PEP Screening
Risk Assessment
SARs
Transaction Monitoring
Watch List