Drop in any fillable PDF your clients have to complete — a loan application, an engagement letter, an intake packet. ClientCollect reads the fields, turns them into a plain-language questionnaire, fills the original document from the answers, and routes it for signature.
Emailing a blank PDF means hoping your client owns a printer, understands what "net profit from self-employment" means, and doesn't skip page three. Then you retype it all anyway.
Clients answer one clear question at a time instead of pinching and zooming around a PDF viewer. No printing, no scanning, no "I'll do it at my computer."
Edit every parsed question before you send. "Gross monthly income, before tax" reads better than the form's label — and the answer still lands in the right box.
Conditional follow-ups mean a client with no gift funds never sees the gift-letter questions — the form's branching logic, applied for them.
Answers flow back into the original PDF, positioned exactly where they belong. You get the completed document, not a transcript to copy from.
Four steps, and you only really work on one of them.
Drop in the PDF. We detect every field, checkbox and signature block across all pages.
Each field becomes a question with a guessed type, grouped into stages that follow the form's own sections.
Reword, retype, reorder or merge. Confidence scores show which mappings deserve a look.
The client answers, the PDF fills, and the signature block routes to an e-sign step at the end.
The parse is a proposal, not a verdict. Review it against the live document — clicking a question highlights the field it fills, and clicking a field shows the question behind it.
Signature fields are detected with everything else, so signing happens where the client already is — after the questions, on the document their answers just filled in. No second link, no second vendor, no second invoice.
Map your engagement letter once. Every future client gets the same questionnaire, on the same form, without touching the importer again.
Watch answers land in the document as they come in, with a gap report showing which boxes are still empty and who owes them.
Loan numbers, preparer details and office-use boxes get assigned to your team — filled inline, never asked of the client.
A "yes" on gift funds opens the amount and the gift letter. A "no" skips them entirely — the same logic the form implies.
Forms that reference supporting documents get file-upload questions too — the lease, the gift letter, the ID — in the same pass.
We fill your PDF — we don't rebuild it. What comes out is the same document your underwriter, registrar or regulator expects.
Forms and signed copies are protected in transit and at rest.
Recorded before signing and stored with the document.
The signed PDF carries a hash — later changes are detectable.
Signer, timestamp and IP, bound to the signed document.
"We used to email the application and get back a photo of page one. Now the borrower answers twenty-nine questions on their phone and I get a completed, signed application."
Upload the PDF your clients hate most and see it turned into a questionnaire in about a minute. Free for 14 days, no card required.