Onboard clients
without the headaches.
Taking the pain out of compliance for your team and your clients alike
Your inbox is not a document vault
Every regulated firm still running AML and document collection over email is exposed to major compliance risks and wasting hours of billable time every week.
Without Revlo
- Chasing clients for documents over unsecure email threads
- Sensitive IDs & bank statements sitting unprotected in plain email attachments
- Zero visibility on which clients have completed their checks
- Manual follow-ups eating away hours of your team's weekly billable time
- No audit trail, leaving you fully exposed during an unexpected audit
With Revlo
- Send one smart link, clients complete automated checks in your own branded portal.
- Bank-grade encrypted compliance vault that keeps data protected and organised.
- Real-time compliance dashboard showing instant live verification status.
- Automated, polite reminders sent completely on your behalf until complete.
- Full, timestamped PDF audit trail generated automatically for your compliance officer.
From request to received in three steps
A workflow your whole team can adopt in minutes.
Build your request
Create a document checklist from pre-built templates or build your own. Add recipients, assign to a case, and you're ready to send.
Send a secure link
Your client receives a branded magic link by email. They verify with a one-time code, then upload their documents — no account required.
Review and close
Get notified the moment documents arrive. Review from your dashboard, track what's still outstanding, and close cases faster.
Everything you need for a modern document workflow
Built for regulated businesses that can't afford to get document collection wrong.
Case Management
Organise every client engagement into a case. Attach multiple document requests and track everything from a single dashboard.
Magic Link Access
Clients get a unique, branded link — no passwords, no app downloads. One OTP and they're straight into the upload portal.
Request Templates
Build reusable templates for common use cases. Send a full document pack in seconds, not minutes.
Automated Reminders
Revlo chases your clients so you don't have to. Polite, automated nudges go out until every document is received.
Encrypted Document Storage
Every document is encrypted in transit and at rest. Only your organisation can access what has been uploaded.
Compliance Audit Trail
Every upload, view, and approval is timestamped and logged. Full visibility for regulated businesses.
Easy for them. Easy for you.
Our intuitive mobile-ready portal makes uploading documents as easy as taking a photo. No friction, which means faster turnaround for you.
No app to download
No password to remember
Upload IDs like taking a photo
Mobile-first, takes minutes
A portal that looks like you built it.
White-label the entire client experience. Set your brand colour, upload your logo, and add personal guidance messages — your clients will never know Revlo is behind it.
Brand colours
Set a primary colour and every client-facing touchpoint — buttons, accents, and highlights — updates to match.
Logo upload
Upload your logo once and it appears on every request portal and email your clients receive.
Custom guidance
Add a personal message and document guidance notes so clients know exactly what to send and why.
Brand settings
Logo
acme-logo.png
PNG or SVG · max 2 MB
Brand colour
Welcome message
Built for regulated industries
Revlo adapts to compliance-heavy workflows across mortgage advice, wealth management, tax, and private banking.
Mortgage & Lending
Speed up time-to-offer by automating the collection of lender-specific document packs. Get the right docs first time, every time.
Financial Planning & Wealth
Streamline onboarding and annual reviews. Collect Fact Finds, Letters of Authority, and Pension Statements without the security risks of email.
Tax & Accounting
Simplify tax season by requesting P60s, SA302s, and business bank statements through a single organised portal your clients can access on their phone.
Compliance & KYC
Launch identity verification flows instantly. Collect Passports, Proof of Address, and Source of Wealth evidence with a full timestamped audit trail.
Simple, transparent pricing
Choose the plan that fits your team. Top up with request credits whenever you need more.
Starter
Perfect for solo practitioners and boutique local agencies.
- Secure Document Collection: Send one-click document requests to clients for contracts, proof of address, and more.
- Custom Branding: Your logo and brand colours throughout the client journey.
- Custom Templates: Standardise your onboarding for every client type.
- Audit-Ready Logs: Immutable records to keep you fully compliant.
Professional
For growing practices with a regular flow of client onboarding.
Everything in Starter, plus:
- Team Access: Add multiple users to collaborate on requests together.
- Priority Support: Faster response times whenever you need help.
- Advanced Reporting: Deeper insights into your document collection pipeline.
Growth
Built for high-volume teams automating their compliance pipeline.
Everything in Professional, plus:
- White-label Subdomain: Host on your own domain, e.g. onboarding.yourfirm.co.uk.
- Forensic Audit Trails: Device fingerprints, IP addresses, and immutable timestamps.
- Bulk Data Export: One-click CSV/ZIP export of all compliance records.
Add-ons
Request Packs
Need more requests? Top up your subscription at any time. Packs never expire.
£12
£12.00 each
£54
£10.80 each
£105
£10.50 each
£250
£10.00 each
£475
£9.50 each
Need a custom plan? Contact sales
Ready to stop chasing documents?
Join the teams that have are thriving with Revlo