One secure checklist per transaction — IDs, proof of funds, disclosures, signed agreements. Buyers and sellers upload from their phone while you watch the file complete instead of chasing it.
Disclosures come back unsigned, proof of funds sits in someone's inbox, and the closing clock keeps ticking. ClientCollect turns the paperwork into a checklist clients finish.
Automatic reminders keep buyers and sellers moving — outstanding items get finished without you making the call.
Each item says exactly what's needed — "all pages of the signed disclosure, initials included" — so nothing bounces back.
Identity documents and proof of funds move through an encrypted portal with an audit trail — not as email attachments.
Buyer, seller, co-signers — separate checklists, one clear picture of what's still outstanding on the deal.
Don't ask for closing documents at listing. Staged requests release paperwork as the deal moves — clients only see the current step.
Get the client on board and verified.
Everything to make or accept an offer.
Disclosures and diligence documents.
Final paperwork before completion.
Tell Colette "residential purchase, financed buyer, managed property" and she drafts the document checklist — stages, items, client-friendly descriptions and all.
Your clients are signing offers on their phone between showings. The portal is built for exactly that — no login, no PDF wrangling, no "which form was that."
Buyer financials and identity documents are sensitive personal data under GDPR — and a target for wire fraud. ClientCollect protects them from the first upload.
Proof of funds and IDs never travel as plain email attachments.
Who requested, uploaded, viewed and accepted each document — ready for any audit.
Privacy notices and GDPR-compliant e-consent captured before the first document is shared.
Firm owners manage settings, billing and team access, with passwordless sign-in for everyone.
"We stopped losing days to unsigned disclosures. The checklist goes out, the client fills it in from their phone, and we close on schedule."
Send your first transaction checklist in under five minutes. Free for 14 days, no card required.