Impress your clients with branded client portals & emails that are personalised to them.
A simple and intuitive sharing experience for your clients and built-in workflows that make requesting revisions or additional easy
Don’t wait weeks for documents and information to arrive. Kaddim makes the process of sharing content super quick. It even reminds busy clients, so you don’t have to.
Don’t wait weeks for documents and information to arrive. Kaddim makes the process of sharing content super quick. It even reminds busy clients, so you don’t have to.
Don’t wait weeks for documents and information to arrive. Kaddim makes the process of sharing content super quick. It even reminds busy clients, so you don’t have to.
Don’t wait weeks for documents and information to arrive. Kaddim makes the process of sharing content super quick. It even reminds busy clients, so you don’t have to.
Kaddim has become an integral part of our day-to-day process. It is intuitive, fast, easy to use and our clients also find it simple to navigate. Not only does it help streamline the document collection process, it means our clients can share sensitive documentation in a much more secure way. The team at Kaddim are very responsive and are excellent to work with. I won't ever go back to sending manual checklists!
Thank you to the Kaddim team for allowing us to be one of the early users of the product. We're a high volume brokerage company and emails with documents were getting out of control. Kaddim has been robust and constantly evolving for the better solution to our documentation needs.
Kaddim is a critical part of our core business. We use Kaddim pretty much for all our data collection and sharing needs. It's not just a data and document collections app, but an integrated platform that is secure and highly efficient at moving data around. Kaddim saves ASAP approximately 20 minutes per average client and 2 hrs per messy client, because we can pool all our outgoing and incoming data, apps and disclosures in a structured way.
The most painful part of processing a loan application is probably the "document collection" process, not only for brokers, but also for clients. Kaddim provides a user-friendly platform for both broker and client. As a result of using Kaddim, we've saved a lot of valuable time. I highly recommend Kaddim.
I've been running Kaddim in my mortgage broking office since Christmas (2020). I do have access to other document upload systems through my aggregator software, but this system is far superior. Clients love it. I'm only using a fraction of the features, but the ability to save files in PDF format and to rename files to our own naming convention is a massive time saver. For this feature alone I will continue to use this service. Huge time saver!
Put it simply Kaddim is how document collection should be! Well done Farzan and the team!
Fill out the name and contact details of your clients
Request the information and documents you require along with any special instructions. You can even share files with clients.
Hit send and Kaddim will email and message your clients and take care of the rest.
Our expert team is on hand if you need help with a tour of Kaddim or getting started.
No, Kaddim will follow up and remind your clients to ensure they have shared all the documents required as part of your request. It’s like having your very own personal assistant!
When your client shares a requested document, Kaddim will ask you to review it. If it is incorrect, Kaddim will go back to your client with revised instructions and ask for the correct content or document.
Signup for a free trial. If you require a demo, we’d be glad to provide you one.
You can view all content and documents on the platform, and can download them as you please.
Kaddim sends your client an email or SMS with a link to a secure portal where they can view the details of the requests. They can then fill out all the requested content and upload all required documents through the secure Kaddim client portal and review the status of the document request over time.
When your client shares a requested document, Kaddim will ask you to review it. If it is incorrect, Kaddim will go back to your client with revised instructions and ask for the correct content or document.
No, Kaddim will follow up and remind your clients to ensure they have shared all the documents required as part of your request. It’s like having your very own personal assistant!
Kaddim notifies you if your client has any questions, and allow you and your client to communicate via the platform seamlessly.
All client data is stored within secure data warehouses in Australia for Australian customer and within American data warehouses for American customers. For clients in other geographies, Kaddim is able to host your data within your locality, please contact support.
Yes Kaddim allows both the collection and sharing of documents and information.