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About

Collect is an easy to use secure portal solution to collect and manage client documents. From Fortune 500 to small agencies and professional service providers. Collect is highly customizable and offers advanced branding and white-labeling features to match a variety of use-cases. Collect enables teams to become more productive in the document collection process thanks to advanced features such as automatic reminders, assignments, validation workflows,... It also integrates perfectly with their existing tools. // Be more productive Every feature in Collect is built to help you become more productive. // Offer a good impression Collect helps you move your brand forward. Your client portal and communications are displaying your logo and your colors. You can even get a full white label client portal. // Keep your workflow secure Collect takes security very seriously and meets world-class security standards. Collect has data centers in the US and EU.

About

We are Crowdsofts your reliable partner in providing end-to-end intelligent automation of the entire crowdlending and/or crowdfunding process. With Crowdsofts, you will be able to start your crowdfunding business in no time. Start your crowdlending business without huge investment into creating expensive peer to peer lending technology. Choose Crowdsofts – a white label crowdlending platform that can be customized to your business needs. Invest into sales and marketing, and trust your advanced crowdlending portal to deliver. We are Crowdsofts – your reliable partner in providing end-to-end intelligent automation of the entire crowdlending process. We achieve this with our software, which you can access as simply as setting up a subscription. With Crowdsofts, you will be able to start your crowdfunding business in no time. We made our advanced crowdfunding portal to be highly scalable and robust.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies of all sizes

Audience

Businesses seeking for a lending software, crowdfunding platform creation

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$39 /month
Starter: $39 /month
Pro: $79 /month
Business: $199 /month
Free Version Not Supported
Free Trial Supported

Pricing

Setup fee and monthly license
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • When starting our business, we initially wanted to create our own platform as we wanted things to run "our way". However, the cost of having such pleasure was out of our budget. Here's where Crowdsofts came to the rescue. Not only they offered to cater our needs but they did it for nearly 7x cheaper if comparing the price we would've paid creating the platform on our own! Crowdsofts' team is honestly really down-to-earth and have great specialists of their fields that are ready to help in every step of the process.
  • The crowdsofts team were keen on creating a tailor made solution to fit our needs. They got us up and running in 1/10th the time and 1/10th the cost compared to us creating the platform from scratch.Zero hassle for us – if we experience an issue, we simply inform the crowdsofts team and they make sure to look sort out the rest. This allowed us to focus all of ourtime and resources on ensuring out platform scales as quickly as possible. The platform also offers in-depth analytics that allows us to track the most improtant metrics. If we have a new dataset we would like to track – once again, we just let the crowdsofts team know about this and they get to work! Consulting – having already gathered a lot of information, Crowdsofts team will make sure to guide you along the way! The team were very keen to help.
  • √ Saves Money; √ Saves Time; √ Free audit and advises from experienced team; √ Track proven successfully built and running platforms; √ Fully customizable based on our needs;

Cons

  • Wouldn't say there were any big hiccups during the process of building our platform. Maybe it's worth mentioning a few minor bugs that we encountered, but as mentioned above, their team was quick to respond and eliminated any issues we had.
  • When we started our solution we had to integrate with 3rd party payment provider/handler. This should be fixed very soon, as crowdsofts platform will offer to handle the financials in-house! This would provide even more details for our business .We experienced some bugs. Luckily, Crowdsofts already squashed them.
  • N/A

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Collect
Founded: 2019
France
www.usecollect.com

Company Information

Crowdsofts
Founded: 2020
Lithuania
crowdsofts.com

Alternatives

Alternatives

Categories

AML Supported
Applicant Tracking Supported
Audit Supported
File Sharing Supported
Loan Origination Supported
Mortgage and Loans Supported
Onboarding Supported

Categories

Commercial Loan Supported
Crowdfunding Supported
Loan Origination Supported
Mortgage and Loans Supported

Loan Origination Features

Amortization Schedule Not Supported
Audit Trail Supported
Closing Documents Supported
Compliance Management Supported
Customer Database Supported
Digital Signature Not Supported
Document Management Supported
Fee Management Not Supported
Loan Processing Not Supported
Online Application Supported

Mortgage and Loans Features

Amortization Schedule Not Supported
Client Database Supported
Closing Documents Supported
Commercial Mortgages Not Supported
Contact Management Supported
Credit Reporting Not Supported
Customer Statements Supported
Document Management Supported
Electronic Applications Supported
Government Loans Not Supported
Loan Origination Not Supported
Loan Servicing Supported
Pipeline Management Not Supported
Pre-Qualification Supported
Refinance Management Supported
Residential Mortgages Supported

AML Features

Behavioral Analytics Not Supported
Case Management Supported
Compliance Reporting Supported
Identity Verification Supported
Investigation Management Not Supported
PEP Screening Not Supported
Risk Assessment Not Supported
SARs Not Supported
Transaction Monitoring Supported
Watch List Not Supported

Admissions and Enrollment Features

Application Management Supported
Assessment Management Supported
Candidate Management Not Supported
Colleges / Universities Supported
Evaluation Management Not Supported
Fee Management Not Supported
Financial Aid Management Not Supported
Forms Management Supported
K-12 Not Supported
Recruiting Management Supported
Scoring Not Supported
Self Service Portal Supported

Applicant Tracking Features

Assessments Not Supported
Background Screening Supported
Candidate Management Not Supported
Collaboration Tools Supported
Internal HR Not Supported
Interview Management Not Supported
Interview Scheduling Not Supported
Job Board Posting Not Supported
Job Requisition Not Supported
Onboarding Supported
Recruiting Firms Not Supported
Reference Checking Supported
Resume Parsing Not Supported
Resume Search Not Supported
Self Service Portal Supported
Workflow Management Supported

Audit Features

Alerts / Notifications Not Supported
Audit Planning Not Supported
Compliance Management Supported
Dashboard Supported
Exceptions Management Supported
Forms Management Not Supported
Issue Management Supported
Mobile Access Not Supported
Multi-Year Planning Not Supported
Risk Assessment Supported
Workflow Management Not Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Not Supported
Document Delivery Not Supported
Document Indexing Supported
Document Retention Not Supported
Electronic Signature Not Supported
Email Management Supported
File Recovery Supported
File Type Conversion Not Supported
Forms Management Supported
Full Text Search Not Supported
Offline Access Not Supported
Optical Character Recognition Not Supported
Print Management Not Supported
Version Control Supported

File Sharing Features

Audit Trail Supported
Chat / Messaging Supported
Collaboration Supported
Document Management Supported
Drag & Drop Supported
Electronic Signature Not Supported
Encryption Supported
File Synchronization Not Supported
Search Not Supported
User Management Supported
Version Control Not Supported
Workflow Management Supported

Legal Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Supported
Contract Management Not Supported
Document Assembly Not Supported
Document Indexing Not Supported
Document Tagging Not Supported
Full Text Search Not Supported
Version Control Supported

Onboarding Features

Course Management Not Supported
Document Management Supported
E-Verify / I-9 Forms Supported
Electronic Forms Supported
Electronic Signature Not Supported
Employee Handbook Not Supported
Employee Portal Supported
File Management Supported
Job Description Management Not Supported
Orientation Management Not Supported
Self Service Portal Supported
Task Management Not Supported
Tax Forms Not Supported
Training Management Not Supported

Workflow Management Features

Access Controls/Permissions Not Supported
Approval Process Control Supported
Business Process Automation Not Supported
Calendar Management Not Supported
Compliance Tracking Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Not Supported
Mobile Access Not Supported
No-Code Supported
Task Management Not Supported
Third Party Integrations Supported
Workflow Configuration Supported

Loan Origination Features

Amortization Schedule Supported
Audit Trail Supported
Closing Documents Supported
Compliance Management Supported
Customer Database Supported
Digital Signature Supported
Document Management Supported
Fee Management Supported
Loan Processing Supported
Online Application Supported

Mortgage and Loans Features

Amortization Schedule Supported
Client Database Supported
Closing Documents Supported
Commercial Mortgages Supported
Contact Management Supported
Credit Reporting Supported
Customer Statements Supported
Document Management Supported
Electronic Applications Supported
Government Loans Supported
Loan Origination Supported
Loan Servicing Supported
Pipeline Management Supported
Pre-Qualification Supported
Refinance Management Supported
Residential Mortgages Supported

Commercial Loan Features

Asset Management Supported
Audit Trail Not Supported
Complex Debt Structures Supported
Dashboard Supported
Document Management Supported
Exposure Management Supported
Lead Management Supported
Pipeline Management Supported
Risk Management Supported
Trend Analysis Supported

Integrations

Docusign Not Supported
Lemonway Not Supported
Mangopay Not Supported
Ondato Not Supported
Paysera Not Supported
Slack Supported
Stackreaction Supported
Zapier Supported

Integrations

Docusign Supported
Lemonway Supported
Mangopay Supported
Ondato Supported
Paysera Supported
Slack Not Supported
Stackreaction Not Supported
Zapier Not Supported
Claim Collect and update features and information
Claim Collect and update features and information
Claim Crowdsofts and update features and information
Claim Crowdsofts and update features and information