Everything you need to collect documents
One platform for checklists, uploads, e-signatures, reporting, and team collaboration — built for professionals who manage client paperwork.
Core Platform
The foundation for every transaction
Transaction Management
Create and track deals with checklists, milestones, partners, and status workflows. Move transactions from Draft to Completed with full visibility at every stage.
Document Collection
Secure client portal for uploading, reviewing, and approving documents. Clients get a magic link — no login required. Drag-and-drop uploads with mobile support.
Templates
Save and reuse transaction templates with pre-built checklists and milestones. Start with four included templates or create custom ones for your workflow.
Client Portal
Branded, mobile-friendly portal where clients upload documents, answer questions, and sign electronically. Progress tracker shows them exactly what remains.
E-Signatures
Built-in electronic signature collection. Clients can draw or type their signature directly in the portal. Signed documents are auto-stored with timestamps.
Milestones & Key Dates
Track critical deadlines like inspection, appraisal, financing contingency, and closing. Check off completed milestones and export to calendar.
Analytics & Insights
Data-driven decision making for your pipeline
Pipeline Funnel
Visualize your transaction pipeline from Draft through Active, In Review, Completed, and Cancelled stages. See counts and dollar values at each stage with horizontal bar charts.
Commission Tracker
Track earned, pending, and forecasted commissions with a proportional breakdown bar. Know exactly where your revenue stands at any given moment.
Completion Metrics
Average days to close, average items per transaction, and total completed count. Measure efficiency and identify bottlenecks in your process.
Activity Trends & CSV Export
Weekly and monthly activity charts showing transaction volume. Filter by date range (7d, 30d, 90d, all time). Export all report data to CSV for external analysis.
Team & Integrations
Collaborate with your team and connect your tools
Team Management
Invite team members by email and assign roles — owner, admin, or member. Manage workspace access with role-based permissions and pending invitation tracking.
Webhooks
Connect CollectRelay to any external service. Subscribe to events like file uploads, answer submissions, signature completions, status changes, and more.
REST API & Keys
Public API with key management for integrating CollectRelay into your existing tools and workflows. Create, rotate, and revoke API keys from settings.
Bulk Actions
Select multiple transactions to archive, export, change status, or delete in batch. Save time on routine operations with a single click.
Document Library
Searchable archive of all uploaded documents across transactions. Filter by type, date, or transaction name. Download individual files or in bulk.
Activity Dashboard
Real-time feed of all activity across your workspace. Track submissions, reviews, approvals, status changes, and comments as they happen.
Platform
Built for speed, security, and your brand
PWA & Push Notifications
Install CollectRelay as a native app on any device — desktop, tablet, or phone. Get real-time push notifications for new submissions and status updates.
Custom Branding
White-label the client portal with your logo, brand colors, and company name. Give clients a seamless experience that looks like your own platform.
Security & Encryption
Encrypted in transit (TLS 1.3) and at rest. Files stored on Cloudflare R2 with signed URLs. Session-based auth, rate limiting, and comprehensive audit trails.
Ready to simplify your document collection?
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