Collect Documents. Reports Start Automatically.
Send a secure link. Your borrower uploads verified documents. Reports generate the moment everything arrives. The complete STP pipeline: Collect, Auto Start, Auto Progress, Report.
From Collection to Report. Zero Manual Steps.
Four stages, fully automated. Documents flow through the pipeline without a single human trigger.
Collect
Send secure links. Borrowers upload documents with OTP verification on any device.
Auto Start
When submissions meet your configured minimums, reports trigger automatically using org credits.
Auto Progress
Reports advance through analysis stages without manual intervention. Coming soon.
Report
Finished reports arrive at review. Sign with scan or DSC, deliver to your client.
Documents flow from collection to finished report without a single manual trigger. The complete Straight-Through Processing pipeline.
Four Steps to Automated Reports
From sending a link to delivering a signed report — every step is streamlined.
Send Collection Link
Create a Collect or Collector link. Set document requirements, password, and expiry.
Borrower Uploads
Recipients fill a guided form, upload docs with OTP verification. Drafts auto-save.
Auto-Start Report
When submissions meet your configured minimums, reports trigger automatically using org credits.
Review & Deliver
Reports arrive at document analysis review. Sign with scan or DSC, deliver to your client.
Secure Collection Links for Your Team
Create shareable collection links with built-in security, expiry controls, and real-time progress tracking.
Shareable Collection Links
Generate unique URLs for each property. Share via WhatsApp, email, or SMS — no app download required.
Password Protection
Add an optional password to any collection link. Only authorized recipients can access the upload form.
Auto-Expiry
Set collection links to expire after a specific date or number of days. Expired links show a clear message.
Progress Saving
Borrowers can leave and return — their uploaded documents and form progress are preserved automatically.
WhatsApp Notifications
Receive instant notifications when a borrower starts uploading, completes a submission, or misses a document.
Admin Dashboard
View all active collection links, submission status, and document completeness from a single dashboard.
OTP-Verified Borrower Uploads
Purpose-built upload experience for borrowers. Mobile-first, OTP-secured, and designed to minimize drop-off.
OTP Verification
Every submission is tied to a verified phone number via SMS OTP. Creates an auditable chain of custody.
Mobile-First Forms
Upload forms are optimized for phone screens. Borrowers photograph documents directly from their camera.
Draft Persistence
Partial uploads are saved as drafts. Borrowers resume exactly where they left off — nothing is lost.
Auto-Save
Every document upload and form field change is saved in real time. No submit button anxiety.
Collector Dashboard
Track which collectors have submitted, which are in progress, and which have not started.
Submission Tracking
See exactly which documents each borrower uploaded, when they uploaded, and what is still missing.
Reports That Trigger Themselves
Configure automation policies once. Every qualifying submission triggers a report automatically — no manual review needed.
Automation Policies
Define rules for when reports should auto-start. Set per collection link or apply org-wide defaults.
Document Minimums
Specify which documents must be present before a report can trigger. Missing docs block auto-start.
Org Credits
Auto-started reports consume credits from your organization pool. No individual billing surprises.
Telegram Alerts
Get instant Telegram notifications when a report auto-starts, completes, or encounters an issue.
Scenario Selection
Choose which analysis scenario to run for each collection. Different properties get different report types.
Auto Progress
Reports will advance through analysis stages without manual intervention. Coming soon to the STP pipeline.
Security and Visibility Across Your Team
Every collection link, submission, and auto-started report is tracked with full organization-level controls.
Team Visibility
All team members see collection status, submissions, and report progress in a shared workspace.
Shared Credits
Credits are pooled at the organization level. Admins control allocation and monitor consumption.
Security Policies
Enforce password requirements, expiry limits, and OTP verification across all collection links.
Audit Log
Every action — link creation, submission, auto-start trigger, credit usage — is logged with timestamps.
Frequently Asked Questions
How does OTP verification work for collectors?
When a borrower opens a Collector link, they enter their phone number and receive a one-time password via SMS. The submission is locked to that verified number, creating an audit trail that ties every uploaded document to a verified identity.
Can I set different document requirements per collection?
Yes. Each Collect or Collector link can have its own document checklist. You define which documents are required versus optional, and the borrower sees a guided form tailored to that specific configuration.
What happens if a submission does not meet the minimum?
The submission is saved but the auto-start pipeline does not trigger. You receive a notification showing which required documents are missing. The borrower can return to the same link and complete their upload — drafts are preserved automatically.
Who pays for auto-started reports?
Auto-started reports consume credits from your organization pool. When you configure an auto-start policy, you set the scenario and confirm credit usage. Every auto-triggered report is logged with the triggering submission for full auditability.
Is the collection link mobile-friendly?
Collection links are built mobile-first. The upload form, document checklist, and OTP flow are all optimized for phone screens. Borrowers can photograph documents directly from their camera and upload without switching apps.
Stop Chasing Documents. Start Collecting.
Send a link, get verified documents, and let reports start themselves. The complete straight-through processing pipeline for property due diligence.
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