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
Your New Document Collection Companion
Designed to streamline your work and delight those you collaborate with. Warm fuzzies.
Clever Line Items Display
Each document requested has its own upload button allowing you to stay on top of the collection process.Explore
Collaboration Without The Hassle
Invite team members to your account and communicate with clients right from your dashboard.Explore
All You Need is Your Clients Emails
From their secured client portal, recipients can send you their documents using a smartphone.Explore
Build Relationships, not Friction
Keeping it personal doesn’t mean doing everything by hand. Automate the grunt work like a pro.
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.
Collect and approve your clients loan documents
Real Estate Agencies
Screen tenants and share their documents with their landlords
Manage complex applications proactively with one secure tool
Achieve operational excellence and grow your business
A Simple Solution Winning Clients' Hearts
Our small team uses Collectizi to kick off and manage loans approval processes. That's much easier than emails which I don't find particularly reliable. Thanks!
Once we tried it, we could contact Collectizi anytime to help us with our collection process optimization, we soon realized we could trust the service.
Arise Loan Center
Collectizi solves operational issues by allowing us to speed up the collection from hundred of clients, across different countries, using a single interface.
Collectizi was a thoughtful advance which eventually became a complete game changer for Cedar River Mortgage. Without much effort and at a competitive price.
Cedar River Mortgage
We’ve got data everywhere, documents everywhere, and what Collectizi is helping us with is to put together a new workflow for the digital age that makes sense,
America Home Mortgage Corp
No Credit Card required. No commitment.
Better experience for your customers, fewer headaches for your team. We'll set up your account in minutes.