Audience
Companies of all sizes
About Collect
Collect is an easy to use secure portal solution to collect and manage client documents.
From Fortune 500 to small agencies and professional service providers. Collect is highly customizable and offers advanced branding and white-labeling features to match a variety of use-cases.
Collect enables teams to become more productive in the document collection process thanks to advanced features such as automatic reminders, assignments, validation workflows,...
It also integrates perfectly with their existing tools.
// Be more productive
Every feature in Collect is built to help you become more productive.
// Offer a good impression
Collect helps you move your brand forward. Your client portal and communications are displaying your logo and your colors. You can even get a full white label client portal.
// Keep your workflow secure
Collect takes security very seriously and meets world-class security standards. Collect has data centers in the US and EU.
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FileInvite
Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.
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2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email.
3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra.
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Pricing
Starting Price:
$39 /month
Pricing Details:
Starter: $39 /month
Pro: $79 /month
Business: $199 /month
Pro: $79 /month
Business: $199 /month
Free Trial:
Free Trial available.
Integrations
Company Information
Collect
Founded: 2019
France
www.usecollect.com
Videos and Screen Captures
Easy to use and secure client portal
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Product Details
Platforms Supported
Cloud
Training
Documentation
Support
Phone Support
Online
Collect Frequently Asked Questions
Collect Product Features
AML
Case Management
Compliance Reporting
Identity Verification
Transaction Monitoring
Behavioral Analytics
Investigation Management
PEP Screening
Risk Assessment
SARs
Watch List
Admissions and Enrollment
Application Management
Assessment Management
Colleges / Universities
Forms Management
Recruiting Management
Self Service Portal
Candidate Management
Evaluation Management
Fee Management
Financial Aid Management
K-12
Scoring
Applicant Tracking
Background Screening
Collaboration Tools
Onboarding
Reference Checking
Self Service Portal
Workflow Management
Assessments
Candidate Management
Internal HR
Interview Management
Interview Scheduling
Job Board Posting
Job Requisition
Recruiting Firms
Resume Parsing
Resume Search
Audit
Compliance Management
Dashboard
Exceptions Management
Issue Management
Risk Assessment
Alerts / Notifications
Audit Planning
Forms Management
Mobile Access
Multi-Year Planning
Workflow Management
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Indexing
Email Management
File Recovery
Forms Management
Version Control
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Retention
Electronic Signature
File Type Conversion
Full Text Search
Offline Access
Optical Character Recognition
Print Management
File Sharing
Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Encryption
User Management
Workflow Management
Electronic Signature
File Synchronization
Search
Version Control
Legal Document Management
Access Controls
Archiving & Retention
Collaboration
Version Control
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Loan Origination
Audit Trail
Closing Documents
Compliance Management
Customer Database
Document Management
Online Application
Amortization Schedule
Digital Signature
Fee Management
Loan Processing
Mortgage and Loans
Client Database
Closing Documents
Contact Management
Customer Statements
Document Management
Electronic Applications
Loan Servicing
Pre-Qualification
Refinance Management
Residential Mortgages
Amortization Schedule
Commercial Mortgages
Credit Reporting
Government Loans
Loan Origination
Pipeline Management
Onboarding
Document Management
E-Verify / I-9 Forms
Electronic Forms
Employee Portal
File Management
Self Service Portal
Course Management
Electronic Signature
Employee Handbook
Job Description Management
Orientation Management
Task Management
Tax Forms
Training Management
Workflow Management
Approval Process Control
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
No-Code
Third Party Integrations
Workflow Configuration
Access Controls/Permissions
Business Process Automation
Calendar Management
Graphical Workflow Editor
Mobile Access
Task Management
