Collectizi

Collectizi is a smart online solution for business owners needing to collect a list of clients documents of files as part of their activity. We help thousands of clients such as web agencies, banks, insurance companies, startup, HR departments, mortgage or loan brokers to make the document collection and onboarding a breeze!

With Collectizi, it's super easy to automate the whole document collection process : HOW? You just need to a create request template with the list of documents you need, send them to your clients and wait for them to send the documents back through their secured portal. Bonus: all requests are branded and you and your clients can communicate in app