The shared mortgage folder, where nothing gets lost
Is a professional asking you for documents? Open the folder for them, free of charge
The whole folder in a single thread
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Before: Documents arrive by email, by text and through links that expire, and nobody knows what is still missing
One line per expected document, uploads from a simple link, and reminders that go out without you
See how -
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Kolinea also takes care of
Your first folder,
from opening to the first request
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Start from a template for your profession: the usual requests are already written, ready to keep or remove in one click.
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They get an email with a link and see right away what you need from them.
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Write the request with its due date and publish it: your client gets an email, and you follow the reply in the folder.
Every request tells your client what to do, and by when
Write a request
Your message becomes a point-by-point list
You write as usual. Except your client doesn't get a long message: they get a clear list, point by point, with a due date. And you see what's done and what's missing.
- As simple as writing an email
- Each point tracked until it is answered
- Your usual messages ready as templates
Your client knows what to do, and you see where they stand
Document requests
Loan documents, accepted or refused one by one
Payslips, tax assessments (avis d’imposition), statements: your client uploads each document into the request; you accept or refuse with the reason.
- A document list for each borrower
- Refusal with a reason: the client knows what to upload again
- Complete file before it goes to the bank
Your client uploads their documents from their phone
Automatic reminders
Reminders for missing documents go out on their own
Before the due date, on the due date, then when it is late. As soon as the document is uploaded, nothing more goes out.
- Before, on and after the due date
- Stops automatically once uploaded
- Chasing by hand is still possible
Your clients find what is expected of them as soon as they open the folder
And that’s not all
Open any feature to see it in action
- Sign-off A dated approval, in the name of whoever gave it
- Appointments You offer slots, your client picks one
- Share a location The address on a map, exact or approximate
- Calendar subscription Your folders’ dates, in your calendar
- Client choices The client's choice, dated and kept in the folder
- Client access with no account Your client gets in without an account
- “Waiting” view Who has to act, in every folder
- Closing and archive A closed folder stays readable
- Confidentiality Your clients' income, read by your team and those you name
- Folder templates Every financing file, ready in advance
- Workspace statistics See what your folders save you
Where your clients' data lives, and who sees it
Where your folders are
France
Servers and database
European Union
Files and backups
ISO 27001 certified
OVHcloud hosting
GDPR agreements in place
Hosts and email providers
Sub-processors and how your data is used: privacy policy
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A code on every new device
A client’s personal link is confirmed by a code sent by email on each new device: forwarded, it opens nothing. You can revoke it at any time.
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What is confidential stays between your team and the people named
A confidential document, such as an ID, is read only by your team and the participants it names. The access log shows who opened what.
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Anyone removed from the folder loses access at once
Their links stop working as soon as you remove them from the folder.
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No advertising cookies
No advertising cookies, no tracking pixels. Our analytics are stored in our own database, in France, cookie-free.
Work with your professional on Kolinea, even if they are not on it yet
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Open the folder
Your name, theirs, the subject: the folder exists in a few seconds.
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Add your documents
Upload them or take a photo: your professional finds them waiting in the folder.
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Send them the link
By WhatsApp, text or email. They open the folder from your link, then claim it (free, no password needed) so they can reply.
Frequently asked questions
Your workspace moves to the Free plan, with no time limit: 2 active folders at a time and 2 members. The trial asks for no credit card. Beyond 2 active folders, new folders wait until one is closed, or until you choose Premium.
One Premium subscription per workspace: €9 excl. VAT a month, or €84 excl. VAT a year (€7 excl. VAT a month), for up to 20 members and 50 active folders. Your clients never pay.
Your ongoing folders carry on, and your clients keep access to closed folders for life, as long as your workspace exists. If you delete the workspace, everyone is notified by email 30 days beforehand and can download the export of their folders.
It is a simple approval, dated and in the name of the person who gave it, with no value as a qualified electronic signature. It keeps a record of what was accepted and when; if your document requires a qualified signature, you need another tool.
They have nothing to install or remember: they open their link and first see what you expect from them, on a phone or a computer.
Learn moreFrom their contact card, you generate a single-use link, to be opened within 24 hours, and a 6-digit code that you pass on yourself: the link by text or messaging app, the code by phone or in person. Their device is then recognised for your folders.
Learn moreEach trade shown here has its own folder template, with the usual requests already written: “Litigation” for a lawyer, “Year-end” for an accountant, “Rental listing” for a property manager, and so on. They are available on the Free plan; writing your own templates and adding custom fields (floor space, budget, property type…) is reserved for Premium.
Learn moreInvite your colleagues to your workspace: 2 members on the Free plan, up to 20 on Premium. Each one accesses the folders they work on; owners and admins see every folder, and the overdue items of the whole team.
Learn moreYes, free of charge. You open the folder, add your documents and create a free account with no password, then send them the link. They open the folder from that link, then claim it so they can reply; if nobody claims it, the folder is deleted after 30 days.
Another question?
Contact usYour next folder, with nothing lost along the way
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