Stop chasing clients for content
Structured request and reminder system for gathering documents and content from clients.
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.
Watch NowStructured document & information request forms
Branded client portal, no client login required
Automatic email & SMS reminders referencing specific missing items
Per-item approve/reject review workflow
Auto-saved client progress
Drag-and-drop template builder
Browse the directory and compare software or services made for the Mortgage, Asset or Commercial broker in Australia. Need help to uncover the ideal tech stack for your workflow and growth goals? Work with us.
