Collectizi is the best way to request, collect, approve and share clients documents from a single place.
The secure web app allows mortgage brokers, real estate agents, professional services to not only manage their clients and stakeholders management but also initiate file requests in an organized way.
How does it work?
1. Create a request template based on the list of documents or files you need
2. Send the request via email or share it anywhere
3. Start collecting, approving the collection
In-app messaging solution, auto reminders, team collaboration, line items display and much more
- Costa Rica
- Hong Kong
- New Zealand
- Saudi Arabia
- South Africa
- Sri Lanka
- United Kingdom
- United States