Content Snare

Broker Industry Tools

Structured request and reminder system for gathering documents and content from clients.

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Broker Type

MortgageAssetCommercial

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Podcast

How Content Snare makes Doc Collection for Mortgage Brokers Easier

In this episode of Broker Tools, we chat with James Rose, co-founder of Content Snare a document collection and client onboarding platform that has quietly become one of the most-loved tools in the mortgage broking, accounting, and legal industries. Content Snare replaces the endless back-and-forth of email attachments, PDF checklists, and manual follow-ups with a single, secure, client-friendly portal that keeps everyone on the same page.", including the AI-assisted form builder, conditional logic, identity verification, AML screening, and automated reminders and shares why the biggest thing Content Snare gets right is something most software gets wrong: making it genuinely easy for clients to complete.

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Editor Notes

Excellent for structured client content/document requests with reminders. Best for reducing admin overhead and keeping clients accountable. Works best when your requests are templated and consistent.

Broker Tools Team

Resources

Curated by our team

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