Documents. Applications. Progress.
Collect client documents, organize application files, and track every next step in one workspace, with AI assistance and connected account imports.
Book a DemoSee How It WorksZoom Ready helps businesses collect, organize, and track client documents through a secure client portal, connected accounts, and AI-assisted document matching. Your business controls the checklist for every client. Zoom Ready helps you request, find, and organize what is needed, and shows clearly what has been uploaded and what your team has reviewed.
Build a checklist from your own requirements, or start from a template and adjust it for the case. You decide what is required and what is optional.
Invite your client to their portal with a secure link. They sign in before they see anything sensitive, and they can see exactly what is still outstanding.
Clients upload from a computer or phone, take photos of documents, or connect a supported account and choose which documents to import. Nothing is imported without their selection.
Your team reviews each item, accepts it, asks for a replacement, or waives it. Collection progress and review progress stay separate, so everyone knows the real next step.
A clear portal where clients see their checklist, upload files from a computer or phone, preview documents before sharing, and read and reply to messages.
Create reusable templates, adjust them per case, and approve them before they are sent. Zoom Ready does not decide your client requirements for you.
Suggested document types and checklist matches, with confidence shown and a manual correction path. Suggestions never replace professional review.
Clients can connect supported accounts and search for documents that match the checklist, with source, date, and suggested type shown before anything is imported.
Connecting an account never by itself shares documents with your business. Clients preview and select, and only selected documents move into the case.
Configurable reminders for items still outstanding. Reminders pause automatically once an item is uploaded and waiting for review.
Document Collection Progress shows how many required items have confirmed matching uploads. Professional review is tracked and shown separately.
Staff see only the cases they are assigned to or authorized for. Activity is recorded, and authorized staff can download an indexed document package, with export history kept.
Sample preview with fictional data only. This sample shows one client case.
Sample case
8 of 10 requested items uploaded
3 of 10 accepted by your professional
2 items outstanding. Uploaded and accepted are tracked separately. Uploaded does not mean accepted, and collection progress is not an approval or an eligibility result.
Please upload the two outstanding items shown in your checklist. Your professional will review each item after it is uploaded.
Connected accounts are planned to work through official sign in and permissions from each provider. Clients choose permitted sources and approve imports. Listing a service here does not imply endorsement by that provider, and no connection is described as available until its status says so.
Coming soon
Search a connected Gmail account for documents that match a checklist, then preview and select before importing.
Coming soon
Connect Outlook and Microsoft 365 mail to find checklist documents, with client selection before any import.
Planned
Find documents in folders a client chooses to permit, then preview and select before importing.
Planned
Find documents in permitted OneDrive folders, with the same preview and selection steps before importing.
These are potential use cases. Each business remains responsible for its own professional requirements, and Zoom Ready does not perform licensed services for any business that uses it.
Gather the supporting documents behind an application in one organized case, with a clear list of what is still outstanding.
Collect client documents against your own checklist and track review status file by file, subject to your professional and regulatory requirements.
Request records and statements in a consistent format instead of chasing attachments across inboxes.
Keep transaction documents, client uploads, and next steps together for each file your team is handling.
Run onboarding and project intake with a repeatable checklist your clients can actually follow.
Any team that requests the same kinds of documents again and again can use its own checklists, portal, and reminders in one workspace.
Plans are offered on monthly and annual terms. Client access is included in the organization subscription.
For an individual professional managing their own client document collection.
Contact us for plans and pricing
For a small team working shared cases with assigned staff and review steps.
Contact us for plans and pricing
For a larger organization that needs broader team, case, and storage capacity.
Contact us for plans and pricing
No. Zoom Ready collects and organizes documents and tracks progress. It does not approve financing or grants, and it does not produce eligibility scores, approval probabilities, or success predictions. Decisions stay with the lender, agency, or professional responsible for the file.
Yes. Clients can always upload from a computer or phone, or photograph documents, without connecting any account. Connected accounts are optional.
No. Connecting an account lets the client search for documents that match their checklist. The business only receives documents the client previews and selects to import, or documents covered by a rule the client has separately authorized.
Yes. Suggested types and matches can be wrong or uncertain, and uncertainty is shown. Clients and staff can correct suggestions, originals are kept, and professional acceptance is tracked separately from any suggestion.
Yes. Your business controls its requirements. You can build your own checklists and reusable templates, adjust them for each case, and approve them before they are sent to a client.
Future collection stops, and access tokens are revoked or deleted where the provider supports it. Documents already imported stay in the case and follow the stated retention and deletion policy, which is explained separately at disconnect.
Bring document requests, uploads, follow ups, and review progress together with Zoom Ready.
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