Create a form
Pick a template — mortgage, KYC, car loan — or build a custom form from scratch. Add, remove, or reorder fields in seconds.
Veridio gives brokers, advisors, and lenders a polished client portal to collect documents and structured information — without the email chaos.
No credit card required · Free for 14 days · Cancel anytime
Replace the back-and-forth email thread with a single, trackable link that your client fills out at their own pace.
Pick a template — mortgage, KYC, car loan — or build a custom form from scratch. Add, remove, or reorder fields in seconds.
Assign the form to a client and Veridio generates a unique, secure link. Send it manually or let us trigger the email automatically.
When the client submits, you see everything in one place. Validate fields, reject with a note, and clients are notified to resubmit.
Once every field is validated, the assignment is closed. A clean audit trail stays on record for compliance and reference.
Built for the specific workflows of brokers, advisors, and lenders — not a generic form tool bolted together.
Clients never create accounts. They access their form through a unique, secure link. Simple for them, trackable for you.
Pre-built templates for common workflows — mortgage requests, KYC, car loans. Customise or extend them per client.
Validate or reject individual fields with reasons. Clients get notified and can resubmit only what’s needed, not the whole form.
Add private comments to any field. Visible to your team only — keep context in one place without a separate notes app.
See every client’s form status at a glance. Pending, partial, submitted, or complete — no chasing required.
Clients are automatically emailed when assigned a form, when a field is rejected, and when action is needed. Done.
“We cut document collection time in half. Clients actually complete forms now because the experience doesn’t feel like a chore.”
“The field-level rejection workflow is exactly what we needed. No more emailing clients asking them to redo everything.”
“Our clients comment on how professional the portal feels. It’s become part of how we differentiate our service.”
All plans include unlimited clients and form submissions. Pay only for the team size you need.
Join the professionals who've made document collection
a point of pride, not pain.