You need to collect documents from 10, 50, or 100 people. You email them a checklist. They reply with attachments—some to the wrong email thread, some with the wrong file names, some missing entirely. You spend hours sorting, tracking, and chasing. There has to be a better way.
A simple link that transforms chaotic document collection into an organized, trackable process.
Recipients just click the link and upload. No signup, no passwords to remember, no friction.
Documents upload to the right category automatically. No more sorting through 50 email attachments.
Attach blank forms that recipients download, fill out, and upload in the same spot. Everything in one place.
See exactly what's been submitted and what's still outstanding. Know instantly when something arrives.
Get notified the moment documents are uploaded. No more checking email constantly.
Email verification, link expiration, and full audit logs. Your data stays protected.
From setup to submission in minutes, not hours.
Set up the documents you need, organized into logical sections (Financial, Legal, Operations, etc.)
Attach any blank forms recipients need to fill out—they'll download and upload in the same spot
Get a secure, shareable link. Set expiration dates and email verification if needed.
Email or message the link. Recipients see organized sections and upload directly—no account needed.
Watch uploads arrive in real-time. See what's complete and what's still outstanding at a glance.
Email a long checklist to 10 people
Send one intake link per person
Get 47 scattered email replies
Everything uploads to organized sections
Hunt for the latest version of each doc
Latest version always visible, history preserved
Manually track who sent what
Real-time dashboard shows progress
Email blank forms, hope they fill correctly
PDF templates built into the upload portal
Chase people for missing items
Clear visibility into what's outstanding
Anyone who needs to collect documents from people who shouldn't need to create an account.
Collect personal financial statements, tax returns, and business docs from applicants without them needing accounts.
Learn moreGather underwriting documentation from borrowers with organized sections for each requirement category.
Learn moreGet sellers to upload due diligence documents to organized sections instead of sending scattered emails.
Learn moreCollect application documents, certificates, and policy information from clients systematically.
Learn moreGather tax documents, financial statements, and receipts from clients during tax season or audits.
Learn moreCollect onboarding documents from new hires: IDs, tax forms, certifications, and more.
Need recipients to fill out specific forms? Attach PDF templates directly to your intake form. Recipients download the blank form, fill it out, and upload the completed version—all in one place.
Required for loan application
PFS_Template.pdf
Download, fill out, then upload below
Drop completed form here or click to upload
No account doesn't mean no security. Every intake form is protected.