CollectDocCollectDoc
Only 9 Founder Spots Left

Moredeals,Lesschasing.

Stop wasting time collecting documents. One portal. Your client sees exactly what to upload, you approve or reject with a comment, CollectDoc does the follow-ups. Spend that time on the things that actually move your business.

CollectDoc dashboard — document collection jobs, upload links, and automated reminders for mortgage brokers

How it works

From messy application to underwriter-ready. Automatically.

01

Create a Lead

Add your client in seconds.

02

Create a Job

Set exactly what documents you need.

03

Send the Link

One link. Your client knows what to upload.

Path A: Complete upload
Client uploads everything.

All required documents arrive immediately. No follow-up needed.

Done.

Path B: Partial upload
Client uploads some documents.

CollectDoc keeps following up until every document is approved. It does not stop until the job is done.

  • Day 2: Reminder sent
  • Day 4: Reminder sent
  • Day 7: Reminder sent

One place for all your document handling.

  • ✓Approve or reject uploads
  • ✓Multiple co-applicant handling
  • ✓Properly named & labeled
  • ✓Secure, encrypted handling
  • ✓Zero chasing required

Document Workflow Accelerator

AI does the work. You make the call.

Every upload is checked the moment it arrives. When you need answers, ask the AI across all documents at once.

Instant upload analysis

Every document is checked the moment it's uploaded. Blurry photo, wrong file, unreadable scan. Rejected automatically with plain-English feedback sent straight to your client.

Government-issued IDApproved
Pay Stub (Oct 2024)Auto-rejected

Image appears too blurry to read critical information. Please upload a clearer photo or scan.

Bank Statement (3 months)Approved
Employment LetterPending
Document chat

Ask questions across every uploaded document at once. Verify completeness, check income, spot mismatches. No need to open a single file.

Are all documents complete for John's file?
3 of 4 documents are uploaded. Government ID and Bank Statement are approved. The October pay stub was auto-rejected (too blurry to read) and John has been notified. Employment Letter is still pending.
Does the bank statement show enough income?
Based on the uploaded statement, John's average monthly deposit over the last 3 months is approximately $8,400. This appears sufficient for the stated income.

What your clients see

Reminders that go out automatically. You never touch it.

The exact email and text your clients receive. Professional, clear, one click to upload. Sent for you until the job is done.

Email reminder
Subject: Action required: Upload your documents for Smith Mortgage Application
CollectDocCollectDoc

Document Reminder

Hey, Sarah! Just a quick heads up 👋

It looks like you still have some outstanding documents that need to be uploaded for Smith Mortgage Application.

What's needed from youPlease review and upload your required documents using the secure link below. It only takes a few minutes!
Upload My Documents →

Button not working? Copy and paste this link into your browser:
https://collectdoc.ca/j/sample

CollectDocCollectDoc
Text reminder
9:41
CD

CollectDoc

Text Message

Today 9:41 AM

Hi Sarah, this is a reminder from CollectDoc. You still have outstanding documents to upload for Smith Mortgage Application. Upload here: https://collectdoc.ca/j/sample Reply STOP to unsubscribe.

iMessage

Pricing

Start Free. Pay Only When You're Ready.

01Join free. No credit card, no commitment.
02I personally onboard you through your first 5 jobs.
03Love it? Lock in your founder rate. Don't? No hard feelings.

Starter

Future pricing
$50/mo CAD

100 AI credits / month

Core document collection for brokers just getting started.

  • Unlimited jobs
  • Multiple co-applicants per job
  • Approve or reject uploads with comments
  • Portal link sending
  • Automated email & SMS reminders
  • Priority support
Current Offer

Founder

$50$99 /mo CAD

500 AI credits / month — Pro-level

Pro features at Starter price. Rate locked in for the lifetime of your subscription.

  • Unlimited jobs
  • Multiple co-applicants per job
  • Approve or reject uploads with comments
  • Portal link sending
  • Automated email & SMS reminders
  • Priority support
  • Early access to new features
  • Price locked forever

No credit card. Start free, pay only if you stay.

Pro

Future pricing
$99/mo CAD

500 AI credits / month

Full-featured for high-volume brokers.

  • Unlimited jobs
  • Multiple co-applicants per job
  • Approve or reject uploads with comments
  • Portal link sending
  • Automated email & SMS reminders
  • Priority support
  • Early access to new features

9 founder spots left.

Stop Chasing. Start Closing.

Spend that time on referrals, relationships, and deals. Not "just checking in." First 5 jobs free.