Send requests. Collect files.
Stay on track.
A simple client portal for document collection, checklists, and e-signatures. Built for real estate pros now and designed to expand into any workflow that depends on getting the right files, on time.
Document collection shouldn't feel like herding cats.
CollectRelay replaces endless email threads, "did you get it?" texts, and wrong-file uploads with one clean link, one checklist, and a clear status view for everyone involved.
How it works
Three steps to organized document collection.
Build your request
Start from a template or create your own checklist in minutes.
Send one link
Clients upload, scan, and e-sign from their phone or computer. No accounts. No confusion.
Stay in control
Accept, reject, or request a fix. Track every change with a full timeline.
Everything you need to collect docs
Simple tools that keep your pipeline moving.
Checklists that don't break
Templates, required items, due dates, and clear "what's missing" status.
Client-friendly uploads
Drag-and-drop on desktop, camera scan to PDF on mobile, and automatic organization.
Review and request fixes
Reject blurry docs with a note, and get the replacement in the same item thread.
Built-in e-signatures
Send only what needs signing. Store signed copies automatically back in the packet.
Shared visibility
Invite partners (agent, processor, escrow, title) with the right permissions.
Audit trail and correspondence log
Every request, upload, reminder, and approval is recorded.
Built for your industry
Purpose-built workflows for the professionals who need them most.
Made for real estate transactions
Pre-approvals, purchases, refinances, disclosures, and closeout packets. CollectRelay keeps borrowers moving and keeps your pipeline clean.
- Borrower document collection (income, assets, ID)
- Contract and disclosure packets
- Missing item follow-ups without back-and-forth
- E-sign forms and acknowledgements
Why CollectRelay
Simple on purpose
It does the critical path really well: request, collect, review, sign, done.
One portal per transaction
No scattered email attachments. No "which version is this?"
Designed to expand
Same workflow engine works for insurance, legal, HR onboarding, contractor closeout, and more.
Security and privacy are built in
Your sensitive documents are protected by enterprise-grade security at every layer.
Ready to stop chasing documents?
Send requests. Collect files. Stay on track.