Document Intake & Validation
Documents chased, collected and checked without your team touching them.
Collects and checks every document without your team chasing.
Every file needs the same documents, and someone spends their week asking for them. Then someone else checks whether what arrived is the right thing, readable and in date. Deals stall for days on a missing page nobody noticed.
Nobody chases documents by hand
Reminders go out on their own until the file is complete. Your team stops sending the same email four times.
Problems caught on arrival
A blurry scan, an expired date or the wrong document is flagged the moment it lands, not the day before closing.
Everything filed where it belongs
Documents land in the right folder against the right file, named consistently, without anyone dragging them.
Files close faster
Days come out of every file when collecting them stops being a side job for somebody.
Key features
One link to send
Clients upload from their phone. No portal login, no attachments lost in a thread.
Automatic reminders
Follow-ups sent on a schedule until every document is in, without anyone remembering.
Checked as it arrives
Readability, dates, names and document type verified on upload.
Missing items flagged
You see exactly what is outstanding on every file, at a glance.
Details pulled out for you
Names, dates and amounts read from the document and written into your system.
Filed automatically
Correct folder, consistent naming, attached to the right record.
Handoff when something is wrong
Anything the system cannot judge goes to a person with the reason attached.
Full audit trail
Who sent what, when, and what was checked. Available when you need to prove it.
Use cases
Mortgage and lending files
Income, ID and property documents collected and checked before underwriting sees them.
Client onboarding
New clients complete their paperwork without three rounds of email.
Contractor and supplier compliance
Insurance and certification kept current instead of expiring unnoticed.
Tenant and rental applications
Applications arrive complete, so you can decide the same day.
Insurance claims intake
Claim documents gathered and validated without a person opening every attachment.
Employee onboarding
New hires complete their file before their first day.
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OPERATIONS
Workflow Automation
The repetitive work between your tools disappears.
