Audience
Companies of all sizes
About Collect
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.
Other Popular Alternatives & Related Software
Our powerful Customer Relationship Management (CRM) software can help you increase your team’s productivity, generate more revenue, and improve engagement with your clients. Manage your advance/loan portfolio. Integrated with ACH processors. Includes syndicate reporting and broker portal. Send email and text campaigns, send/receive SMS messages to clients, track email opens, and more. Send any document out for electronic signature with ClixSign®. See when documents are viewed and signed by up to 8 signers. Give your customers access to a branded portal to upload documents, view messages, track balances/payments, and more. State-of-the art contact and deal management software gives you the full picture of your entire pipeline. Centrex Software offers custom software development solutions. We help customers build web and mobile applications for any purpose.
Learn more
ABLE Platform
ABLE Platform is a multimodule web software that covers the entire loan origination and loan management processes.
The following modules are included:
- Landing page - to attract new borrowers.
- Borrower portal - to serve actual borrowers.
- Self-service portal - to manage the whole enterprise activity.
- Back-office - the core of the platform to manage incoming loan applications, service disbursed loans, configure the loan product catalog, built-in dashboards and more.
The platform automates the lending process throughout all the stages:
- Initiation of omnichannel application
- Consolidation and restructuring of debts
- Negotiation with customers
- Application decision-making
- Personalized offers
- Automation of the loan disbursement
ABLE Platform serves any type of loan:
- Payday Loan
- Personal Loan
- Point of Sale Loan (POS)
- Buy Now, Pay Later (BNPL)
- Mortgage Loan
- Home Equity Loan
- Auto Loan (Car finance)
- Student Loan, etc
Learn more
Onehub
Onehub is the secure file storage and sharing service built for businesses of any size.
Bank-level encryption of your data as well as our granular, role-based permission structure means you can control who has access to your content and share critical business files with confidence.
Onehub offers a suite of robust business tools such as virtual data rooms, client portals, Google Docs integration, automatic watermarking, branded workspaces, and custom agreements to enhance and expand your file sharing.
Customize your Onehub Workspace to give content sharing a more professional, polished look and create your own Client Portal.
Onehub’s virtual data rooms allow your business to send proprietary information to clients while keeping collaborators anonymous.
Learn more
FileInvite
Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.
Why do our customers choose FileInvite?
1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system.
2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email.
3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra.
Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.
Learn more
Pricing
Starting Price:
$39 /month
Pricing Details:
Starter: $39 /month
Pro: $79 /month
Business: $199 /month
Pro: $79 /month
Business: $199 /month
Free Trial:
Free Trial available.
Integrations
Company Information
Collect
Founded: 2019
France
www.usecollect.com
Videos and Screen Captures
Easy to use and secure client portal
Other Useful Business Software
Veeam Data Platform v13.1 - Get Your Free Trial
Try Veeam Data Platform today. Experience the unified platform that's secure by design, portable by default, and proven to recover clean, fast, and anywhere.
Product Details
Platforms Supported
Cloud
Training
Documentation
Support
Phone Support
Online
Collect Frequently Asked Questions
Collect Product Features
AML
Case Management
Supported
Compliance Reporting
Supported
Identity Verification
Supported
Transaction Monitoring
Supported
Behavioral Analytics
Not Supported
Investigation Management
Not Supported
PEP Screening
Not Supported
Risk Assessment
Not Supported
SARs
Not Supported
Watch List
Not Supported
Admissions and Enrollment
Application Management
Supported
Assessment Management
Supported
Colleges / Universities
Supported
Forms Management
Supported
Recruiting Management
Supported
Self Service Portal
Supported
Candidate Management
Not Supported
Evaluation Management
Not Supported
Fee Management
Not Supported
Financial Aid Management
Not Supported
K-12
Not Supported
Scoring
Not Supported
Applicant Tracking
Background Screening
Supported
Collaboration Tools
Supported
Onboarding
Supported
Reference Checking
Supported
Self Service Portal
Supported
Workflow Management
Supported
Assessments
Not Supported
Candidate Management
Not Supported
Internal HR
Not Supported
Interview Management
Not Supported
Interview Scheduling
Not Supported
Job Board Posting
Not Supported
Job Requisition
Not Supported
Recruiting Firms
Not Supported
Resume Parsing
Not Supported
Resume Search
Not Supported
Audit
Compliance Management
Supported
Dashboard
Supported
Exceptions Management
Supported
Issue Management
Supported
Risk Assessment
Supported
Alerts / Notifications
Not Supported
Audit Planning
Not Supported
Forms Management
Not Supported
Mobile Access
Not Supported
Multi-Year Planning
Not Supported
Workflow Management
Not Supported
Document Management
Access Controls
Supported
Archiving & Retention
Supported
Collaboration Tools
Supported
Compliance Tracking
Supported
Document Archiving
Supported
Document Indexing
Supported
Email Management
Supported
File Recovery
Supported
Forms Management
Supported
Version Control
Supported
Document Assembly
Not Supported
Document Capture
Not Supported
Document Conversion
Not Supported
Document Delivery
Not Supported
Document Retention
Not Supported
Electronic Signature
Not Supported
File Type Conversion
Not Supported
Full Text Search
Not Supported
Offline Access
Not Supported
Optical Character Recognition
Not Supported
Print Management
Not Supported
File Sharing
Audit Trail
Supported
Chat / Messaging
Supported
Collaboration
Supported
Document Management
Supported
Drag & Drop
Supported
Encryption
Supported
User Management
Supported
Workflow Management
Supported
Electronic Signature
Not Supported
File Synchronization
Not Supported
Search
Not Supported
Version Control
Not Supported
Legal Document Management
Access Controls
Supported
Archiving & Retention
Supported
Collaboration
Supported
Version Control
Supported
Contract Management
Not Supported
Document Assembly
Not Supported
Document Indexing
Not Supported
Document Tagging
Not Supported
Full Text Search
Not Supported
Loan Origination
Audit Trail
Supported
Closing Documents
Supported
Compliance Management
Supported
Customer Database
Supported
Document Management
Supported
Online Application
Supported
Amortization Schedule
Not Supported
Digital Signature
Not Supported
Fee Management
Not Supported
Loan Processing
Not Supported
Mortgage and Loans
Client Database
Supported
Closing Documents
Supported
Contact Management
Supported
Customer Statements
Supported
Document Management
Supported
Electronic Applications
Supported
Loan Servicing
Supported
Pre-Qualification
Supported
Refinance Management
Supported
Residential Mortgages
Supported
Amortization Schedule
Not Supported
Commercial Mortgages
Not Supported
Credit Reporting
Not Supported
Government Loans
Not Supported
Loan Origination
Not Supported
Pipeline Management
Not Supported
Onboarding
Document Management
Supported
E-Verify / I-9 Forms
Supported
Electronic Forms
Supported
Employee Portal
Supported
File Management
Supported
Self Service Portal
Supported
Course Management
Not Supported
Electronic Signature
Not Supported
Employee Handbook
Not Supported
Job Description Management
Not Supported
Orientation Management
Not Supported
Task Management
Not Supported
Tax Forms
Not Supported
Training Management
Not Supported
Workflow Management
Approval Process Control
Supported
Compliance Tracking
Supported
Configurable Workflow
Supported
Customizable Dashboard
Supported
Document Management
Supported
Forms Management
Supported
No-Code
Supported
Third Party Integrations
Supported
Workflow Configuration
Supported
Access Controls/Permissions
Not Supported
Business Process Automation
Not Supported
Calendar Management
Not Supported
Graphical Workflow Editor
Not Supported
Mobile Access
Not Supported
Task Management
Not Supported
