Stop Chasing Paperwork.
Start Closing Deals.
Mortgage applications, title documents, closing disclosures, proof of funds — real estate transactions generate mountains of paperwork. CollectRelay replaces the email chains and shared folders with a single, organized portal for every deal.
Built for Real Estate Professionals
From pre-approval to closing, keep every document organized and every party aligned.
Mortgage Document Collection
Request pay stubs, bank statements, tax returns, and employment verification with a single link per borrower. Clients upload on their schedule — you track progress in real time.
Title & Closing Packages
Organize title commitments, surveys, HOA docs, and closing disclosures by transaction. Review and approve documents with built-in status tracking.
Multi-Party Coordination
Buyers, sellers, agents, lenders, title companies — everyone involved gets their own view. No more forwarding docs between parties or wondering who has the latest version.
Smart Tools for Modern Agents
AI that works behind the scenes so you can focus on closing deals.
Voice-to-Task (Field Reports)
Record voice notes after showings or inspections. AI transcribes your words and extracts action items with priorities. Review and edit before adding to your transaction. Full transcript stays linked for complete context.
Quick Add
Capture ideas instantly from your dashboard. Record a voice memo or type a note, then assign to any active transaction or save to your document library. No context switching needed.
Complete Transaction Platform
Everything you need to manage documents from listing to closing.
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 on desktop, camera on mobile.
Templates
Pre-built templates for pre-approval, purchase, refinance, and seller packages. Create custom templates for your specific workflows.
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 signature collection for disclosures, agreements, and closing docs. Clients draw or type their signature directly in the portal.
Milestones & Key Dates
Track inspection, appraisal, financing contingency, and closing dates. Check off completed milestones and keep every party on the same page.
Pipeline & Reports
Pipeline funnel, commission tracking, completion metrics, and activity trends. Filter by date range and export all data to CSV.
Team Management
Invite team members by email and assign roles — owner, admin, or member. Manage workspace access with role-based permissions.
Webhooks & API
Connect CollectRelay to your CRM, LOS, or other tools with REST API and real-time webhooks. Automate your transaction workflows.
Three Steps. Zero Email Chains.
Send a Link
Create a transaction checklist and send your client a secure magic link. No accounts needed — they just click and start uploading.
They Upload
Your client uploads pay stubs, bank statements, signs disclosures — all from their phone or desktop. Automatic reminders if they forget.
You Stay Organized
Every document lands in your dashboard, organized by transaction. Review, approve, or request resubmissions with a single click.
Ready to Streamline Your Transactions?
Join real estate professionals who stopped chasing paperwork and started closing faster.