Stop Chasing Documents Start Closing Cases
Automated document collection for finance professionals. Replace messy email threads with secure, branded magic links.
The Problem
Document Collection shouldn't be the bottleneck in your business
If you feel like an administrator instead of an advisor, it’s because your current workflow wasn't built for the modern digital age.
The Manual Chase Cycle
Manually tracking who needs a reminder is a drain on your productivity. Every 'just checking in' phone call is time you could have spent closing another case or finding a new client.
The Black Hole of Email Threads
Documents get buried in inboxes, arrive in unreadable formats, or are sent as unsecured attachments. Without a central hub, you lose hours just trying to figure out what’s missing.
Time-Consuming Manual Follow-ups
Manually tracking which clients need reminders, when to follow up, and what documents are still pending. It's a constant game of catch-up.
The Friction-Filled Client Journey
When clients have to navigate complex email instructions or remember old passwords, they stall. This friction doesn't just cause delays—it damages your professional reputation.
Sound familiar? There's a better way.
The Solution
How It Works
A streamlined process from request to review
Create & Request
Select a pre-built "Recipe" (like Standard Employed or Self-Employed) or build a custom list. One click creates a secure, branded portal for your client.
The Client Experience
Your client receives a unique Magic Link. No passwords to remember—they just enter a secure OTP, snap photos of their documents, and upload. It's mobile-first and takes seconds.
Hands-Off Management
Revlo takes over the "chase." We send automated, polite nudges to clients with outstanding items. You get a notification the moment a document is ready for review.
Powerful Features for Secure Document Exchange
Everything you need to securely request, collect, and manage sensitive documents from external parties.
Secure Link Generation
Create time-limited, encrypted links for external users to upload documents without needing an account.
End-to-End Encryption
Documents stay encrypted in transit and at rest with military-grade AES-256 security.
Document Templates
Use pre-built templates for passports, IDs, bank statements, and any repeatable request.
Real-time Notifications
Get alerted the moment files are uploaded, viewed, or when a secure link is about to expire.
Time-Limited Access
Set custom expiration windows so sensitive files stay available only as long as you need.
Audit Trail
Capture every upload, download, and approval in a tamper-proof log for compliance.
The Client Experience
A Premium Experience for Your Clients. No apps to download. No passwords to remember. Just a clean, mobile-first portal that makes uploading documents as easy as taking a photo.
No apps to download
No passwords to remember
Upload IDs as easy as taking a photo
Mobile-first portal
Industries
Built for the teams that move regulated finance forward
Revlo adapts to compliance-heavy workflows across mortgage advice, wealth management, and private banking
Mortgage & Lending
Speed up time-to-offer by automating the collection of lender-specific packs. From standard employed to complex self-employed cases, get the right docs the first time.
Financial Planning & Wealth
Streamline onboarding and annual reviews. Securely 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, organized portal that your clients can access on their phones.
Compliance & KYC
Launch instant identity flows. Request Passports, Proof of Address, and Source of Wealth evidence with a full, timestamped audit trail for every single upload.
Pricing
Simple, per-user pricing
Pay only for what you need. Scale your team up or down anytime. All features included with every user.
Per user, billed monthly.
Everything included
Need a custom plan?
For large teams or enterprise requirements, we offer volume discounts and custom pricing.
Contact SalesReady to Secure Your Document Exchange?
Start collecting documents securely today with our 14-day free trial.