Collect documents.
Not headaches.
Replace the document chase with secure, branded upload links.
The problem
Your inbox is not a document vault
Every regulated firm still running document collection over email is taking on unnecessary risk and losing hours every week.
Without Revlo
- Chasing clients for documents over email
- Sensitive files sent as plain attachments
- No visibility on what's been received
- Manual follow-up eating hours every week
- No audit trail for compliance
With Revlo
- Send one link, clients upload in minutes
- End-to-end encrypted document vault
- Real-time dashboard with upload status
- Automated reminders sent on your behalf
- Full timestamped audit trail, built-in
How it works
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.
Features
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.
End-to-End Encryption
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.
Client experience
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
Your brand, your experience
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
Industries
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.
Pricing
Simple, transparent pricing
Choose the plan that fits your team. Upgrade or downgrade anytime.
Basic
Including VAT
The ultimate workflow for organised firms.
Best for: Independent agents and small teams who want to end the "email-chasing" nightmare.
- Smart Revlo Vault: Centralised, encrypted document hub.
- Rapid Collection: Send one-click document requests to clients.
- Custom Templates: Standardise your onboarding for every client type.
- Dynamic Questionnaires: Collect data and files in a single flow.
- Essential Branding: Your logo and brand colours throughout the client journey.
- Support: Get fast response from our support team.
Professional
Including VAT
Total compliance and seamless integration.
Best for: Solicitors and agencies needing bank-grade verification and zero manual entry.
Everything in Basic, plus:
- Revlo Verify: Fast & Accurate KYC & AML identity checks.
- Monthly Credit Allowance: 10 verification credits included every month.
- Deep Integration: Real-time sync to SharePoint and Google Drive.
- Elite White-Labeling: Host on your own domain (e.g., vault.yourfirm.com) with custom SMTP email sending.
- Audit-Ready Logs: Immutable records for SRA/HMRC compliance checks.
Need a custom plan? Contact sales
Get started
Ready to stop chasing documents?
Join the teams that have are thriving with Revlo