CollectDocs – Document Collection & Tracking
Automated Document Collection and Tracking Software
If you have a list of documents to collect, CollectDocs is your tireless, amazingly efficient, incredibly organized, executive assistant, business analyst, and bulldog all rolled into one productivity tool.
Online Document Checklist
Think of CollectDocs as an online document checklist created to make your job easier and more organized. For document collection and even tasks and data, it’s simple, all you do is Request and Collect. CollectDocs replaces your old spreadsheets and shared drive folders and will keep your team organized throughout the entire process.
Use CollectDocs for any of these document collection processes and more:
- New Employee Hiring: all references, W-4s, I-9s, applications, resumes, background checks, etc.
- Employee offboarding
- New Vendors: system entry, W-9s, contracts, certificates of insurance, D&B info, etc.
- New Client On-Boarding: system entry, credit applications, contracts, specifications, purchase order, data files, etc.
- Residential Mortgages: titles, loan applications, W-2s, tax returns, gift letters, etc.
- New Deal Closing: purchase and sale agreements, Guarantees, loan documents, etc.