Collect & Automate
Send a link. The report starts itself.
Your borrower uploads the documents from a secure link on their phone. When the documents you require are in, the report starts without anyone pressing a button.
Borrower collection
Link sent- Secure link sentBorrower phone verified by OTPSent
- Documents received4 uploaded by the borrowerReceived
- Report auto-startedNo one had to clickRunning
- Report readyDelivered to the credit teamQueued
Example
How It Works
Four Steps to Automated Reports
From sending a link to delivering a signed report, every step is streamlined.
- 01
Send Collection Link
Create a Collect or Collector link. Set document requirements, password, and expiry.
- 02
Borrower Uploads
Recipients fill a guided form, upload docs with OTP verification. Drafts auto-save.
- 03
Auto-Start Report
When submissions meet your configured minimums, reports trigger automatically using org credits.
- 04
Review & Deliver
Reports arrive at document analysis review. Sign with scan or DSC, deliver to your client.
7 days
default link life, up to 30
20
files per collection link
OTP
the uploader’s phone is verified before a file is accepted
Collector Links
OTP-Verified Borrower Uploads
Purpose-built upload experience for borrowers. Mobile-first, OTP-secured, and designed to minimize drop-off.
OTP Verification
Every submission is tied to a verified phone number via SMS OTP. Creates an auditable chain of custody.
- OTP VerificationIn focus
Every submission is tied to a verified phone number via SMS OTP. Creates an auditable chain of custody.
- Mobile-First FormsOn
- Draft PersistenceOn
- Auto-SaveOn
- Collector DashboardOn
- Submission TrackingOn
Example
Mobile-First Forms
Upload forms are optimized for phone screens. Borrowers photograph documents directly from their camera.
- OTP VerificationOn
- Mobile-First FormsIn focus
Upload forms are optimized for phone screens. Borrowers photograph documents directly from their camera.
- Draft PersistenceOn
- Auto-SaveOn
- Collector DashboardOn
- Submission TrackingOn
Example
Draft Persistence
Partial uploads are saved as drafts. Borrowers resume exactly where they left off, nothing is lost.
Auto-Save
Every document upload and form field change is saved in real time. No submit button anxiety.
Collector Dashboard
Track which collectors have submitted, which are in progress, and which have not started.
Submission Tracking
See exactly which documents each borrower uploaded, when they uploaded, and what is still missing.
Organization Controls
Security and Visibility Across Your Team
Every collection link, submission, and auto-started report is tracked with full organization-level controls.
Team Visibility
All team members see collection status, submissions, and report progress in a shared workspace.
- Team VisibilityIn focus
All team members see collection status, submissions, and report progress in a shared workspace.
- Shared CreditsOn
- Security PoliciesOn
- Audit LogOn
Example
Shared Credits
Credits are pooled at the organization level. Admins control allocation and monitor consumption.
- Team VisibilityOn
- Shared CreditsIn focus
Credits are pooled at the organization level. Admins control allocation and monitor consumption.
- Security PoliciesOn
- Audit LogOn
Example
Security Policies
Enforce password requirements, expiry limits, and OTP verification across all collection links.
Audit Log
Every action, link creation, submission, auto-start trigger, credit usage, is logged with timestamps.
Questions
Frequently asked questions
How does OTP verification work for collectors?
Can I set different document requirements per collection?
What happens if a submission does not meet the minimum?
Who pays for auto-started reports?
Is the collection link mobile-friendly?
Keep going
The rest of the platform
The pipeline
Scale
Platform