Moredeals,
Lesschasing.
Stop playing "Document Secretary." CollectDoc automates your document collection, follow-ups and gets your files underwriter-ready.
Problem & solution
The cost of chasing documents.
You're spending 6–10 hours per deal chasing paystubs, re-requesting the wrong T4, and sending follow-up emails into the void. Every hour in the email black hole is a referral call you didn't make and a commission that got delayed.
CollectDoc does the nagging for you. Send one link. Your client knows exactly what to upload. Automated reminders, document labeling, and secure, encrypted document handling. So every file lands on your desk underwriter-ready.
How it works
From messy application to underwriter-ready. Automatically.
Create a Lead
Add your client in seconds.
Create a Job
Set exactly what documents you need.
Send the Link
One link. Your client knows what to upload.
All required documents arrive immediately. No follow-up needed.
Done.
CollectDoc automatically follows up at set intervals until the job is complete.
- Day 2 — Email reminder sent
- Day 4 — SMS reminder sent
- Day 7 — Final nudge sent
Complete, underwriter-ready file.
- ✓Properly named & labeled
- ✓Secure, encrypted handling
- ✓Zero chasing required
Pricing
Simple Pricing. Pays for Itself on Deal One.
- —5 jobs
- —Portal link sending
- —Automated email reminders
- —Unlimited jobs
- —Portal link sending
- —Automated email reminders
- —SMS reminders
- —Priority support
Only 10 founder spots available.
Stop Chasing. Start Closing.
First 5 jobs free. No credit card. No expiry.