Secure client document and information collection platform with reminders and collaboration, used heavily by brokers. (kaddim.com)
Strong broker-friendly document and info collection with reminders — ideal for reducing “chasing.” Best when you want a structured client upload experience. Ensure branding, permissions and workflows align with your client experience goals.
If any detail about this product or service isn't quite right, or if we've misunderstood how it works, we'd love to hear from you. Share your feedback and help educate us!
This feedback is not used for public reviews and your personal details will remain private.
Get started for FREE with step-by-step workflow playbooks that show you how to capture leads via your CRM, onboard clients using AI Automations, and track revenue growth with the right broker tools.
