The Best Loan Origination Software for Mortgage Professionals

Stop spending too much time managing paperwork and focus on what's important

How to Collect Borrowers Documents?
Collectizi- Request, Collect, Approve Anyone's documents

The Future of Loan Origination

Gather your borrower's required loan documents easier and faster than ever.

1003 Online Application

Gather your borrowers most important information in one place with our integrated online forms.

Secure Client Portal

Quickly and efficiently collect and organize borrower documentation from a responsive, branded client portal.

Better Documents Approval

Verify, approve or deny your clients documents and easily communicate with them to share more instructions .

Why Mortgage Brokers use Collectizi?

Collectizi allows you to collect borrowers documents in a professional way while improving their experience.

Streamline your document collection workflows and grow your business with an automated and simple tool.

Farewell to Paperwork

Everything stays in one place: documents, communications, client information.

No More Costly Delays

We send automatic reminders, so you can stop chasing borrowers for their documents.

Bank-level security

An easy-to-use document collection solution with bank-level security for your business.

Collectizi- Request, Collect, Approve Anyone's documents

Smart and efficient Loan Origination Software

Conversations history

Keep track of your past conversations and facilitate recurring business.

One-click Reminders

Make sure your borrowers take action faster with our one-click reminders.

User consent

Capture User consent and make sure you follow a compliant process.

Branded invites

Add your brand logo and brand name to your emails and client secured portal.

Messaging app

Send emails directly from Collectizi and unify your borrowers experience.

Easy Search

Write anything and find your borrowers in seconds with our search tool.

Knowledge Base

Help your teams get up to speed with the tool faster with our Knowledge Base.

Team Collaboration

Add your team members to your account and let them send documents requests as well.

Get Help anytime

We take care of setting up your account. You don't have to do anything.

Integrated Forms

Add a as many forms as needed to your request to collect your borrowers information.

Document needs lists

Automatically organized the collected documents before sending it to your stakeholders.

Attachments

Need to share with your user a Loan agreement? Just add it as an attachment.

No Credit Card required. No commitment.

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