Improve Customer & Client Satisfaction
Automate Document Collection Tasks
Minimize Your Monthly Investment
END THE CHAOS NOW
Don’t let communication breakdowns stop you from closing deals quickly.
Lack of a well-designed document collection process saps momentum, leading to a poor customer and employee experience.
Inefficiencies and delays impact the lending team’s overall accuracy, workload, and response times.
Many teams rely on email and unstructured communication, inviting errors and reducing the lender’s closing ratio.
Check out our Great Features
Personal Profile Address and Email Hyperlink for Secure Upload
Editable Templates, Direct / Secure Upload
Automated Renaming and Organization, Zip & Single PDF
Date & Time Stamped All Activity
Add Authorized Users for Collaboration