Stop Chasing Paperwork.
Start Closing Projects.
CollectRelay turns document chaos into organized checklists. Your clients upload, you stay on track — no accounts, no confusion, no back-and-forth.
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
Ready to stop chasing documents?
Send requests. Collect files. Stay on track.