Request, Collect, Approve,
your Clients Documents

Whether you're a Mortgage Broker, Real Estate Agent or Small business owner, we help you get your clients documents when you need them


How Collectizi Works
Collectizi- Request, Collect, Approve Anyone's documents

Stop Chasing Clients For Their Files

Gather the list of documents and files you need from one place. Automatically.

Send a Document Request

You create a request template in your dashboard and send it as an email request to your recipients.

Collect Required Documents

Your recipients send you back the list of required documents from their preferred devices. Wherever they are.

Approve, Reject or Share

Documents are displayed on separate line items. You can easily review and share them in minutes.

Your New Document Collection Companion

Designed to streamline your work and delight those you collaborate with. Warm fuzzies.

1

Clever Line Items Display

Each document requested has its own upload button allowing you to stay on top of the collection process.

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Collectizi- Request, Collect, Approve Anyone's documents
2

Collaboration Without The Hassle

Invite team members to your account and communicate with clients right from your dashboard.

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Collectizi-Request, Collect, Approve Anyone's documents
3

All You Need is Your Clients Emails

From their secured client portal, recipients can send you their documents using a smartphone.

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Collectizi- Request, Collect, Approve Anyone's documents

Build Relationships, not Friction

Keeping it personal doesn’t mean doing everything by hand. Automate the grunt work like a pro.

  • POWERFUL LIKE A TODO LIST

    Automate your collection process and get the right documents at the right time.

  • SMARTER THAN AN EMAIL INBOX

    Emails are not reliable. Attachments may get lost. With Collectizi, you keep track of everything and turn requests into solutions.

  • ROBUST LIKE A CLOUD SERVICE

    Make a difference for your clients with an intuitive and secure portal to upload their documents. From anywhere.

Collectizi- Request, Collect, Approve Anyone's documents
Collectizi- Request, Collect, Approve Anyone's documents
Collectizi- Request, Collect, Approve Anyone's documents
Collectizi- Request, Collect, Approve Anyone's documents
Collectizi- Request, Collect, Approve Anyone's documents
Collectizi- Request, Collect, Approve Anyone's documents
Collectizi- Request, Collect, Approve Anyone's documents
Collectizi- Request, Collect, Approve Anyone's documents
Collectizi- Request, Collect, Approve Anyone's documents
Collectizi- Request, Collect, Approve Anyone's documents
Collectizi- Request, Collect, Approve Anyone's documents
Collectizi- Request, Collect, Approve Anyone's documents
Collectizi- Request, Collect, Approve Anyone's documents
Collectizi- Request, Collect, Approve Anyone's documents
Collectizi- Request, Collect, Approve Anyone's documents
Collectizi- Request, Collect, Approve Anyone's documents

14-Day Free trial

Whether you need to collect clients documents as part of a loan, rental or registration process, Collectizi will help you make it happen. Hassle-Free and on time.

Mortgage Brokers

Collect and approve your clients loan documents


Real Estate Agencies

Screen tenants and share their documents with their landlords


Administrations

Manage complex applications proactively with one secure tool


Small Businesses

Achieve operational excellence and grow your business


A Simple Solution Winning Clients' Hearts

No Credit Card required. No commitment.

Better experience for your customers, fewer headaches for your team. We'll set up your account in minutes.