kaddim: Document Collection Software for Mortgage Brokers
kaddim helps Australian mortgage brokers gather and organize loan documents from clients. It is designed for firms that need to rename and format documents for compliance before they enter an aggregator's record.
At a glance
- Category
- Real Estate
- Best for
- Australian mortgage brokers, Small to medium brokerage teams
- Pricing
- Pricing starts at $49/month for the Starter plan. Other tiers include Pro ($99/month) and Team ($149/month), with varying limits on requests, storage, and user seats. A 14-day free trial is available with no credit card required.
- Key use cases
- Client Document Gathering, Compliance Formatting, Automated Client Follow-up, Pre-lodgement Review
- Integrations
- Illions bank statements
- Official website
- kaddim.com
kaddim is a document collection tool for Australian mortgage brokers. It provides clients with a secure, mobile-friendly portal and checklist, which may reduce manual follow-ups through automated SMS and email reminders.
The software is designed for the preparation stage of the loan process. It uses AI to read document content and rename files based on custom compliance rules, and it automatically converts photos or JPEGs into PDFs. This allows brokers to review and reject incorrect files before they are added to a formal audit trail.
Buyers should note that kaddim sits outside of existing CRMs or aggregator software, acting as a space for document preparation. It is built for the Australian market, with data stored in secure Australian data warehouses.
Key Features
Reads the actual content of uploaded documents to rename them according to specific compliance rules.
Provides clients with a secure link to upload documents from their phone without requiring a login.
Sends automated SMS and email notifications to clients until requested documents are submitted.
Automatically converts uploaded photos and JPEGs into PDF format.
Allows brokers to send documents back to clients with a note for correction before files are lodged.
Includes pre-built document checklists for PAYG, SMSF, and self-employed clients.
Provides a central view of active client requests and their current status.
Use Cases
Sending a secure mobile link and checklist to loan applicants to collect financial documents.
Using AI to help ensure collected files are named according to firm or regulatory compliance standards.
Using automated SMS and email reminders for missing documents to reduce manual chasing.
Reviewing and rejecting incorrect documents in a separate space before they enter the permanent aggregator record.
Best For
Integrations
Pricing
Pricing starts at $49/month for the Starter plan. Other tiers include Pro ($99/month) and Team ($149/month), with varying limits on requests, storage, and user seats. A 14-day free trial is available with no credit card required.
FAQ
No, it is designed to sit outside your existing systems. You can use it to prepare and rename documents before uploading a clean package to your CRM or aggregator.
No, clients access a secure mobile-friendly portal via a link and can upload documents without needing to create a login.
The Starter plan ($49/month) supports up to 3 users, the Pro plan ($99/month) supports up to 5 users, and the Team plan ($149/month) supports up to 10 users.
All client data is stored in secure Australian data warehouses and is encrypted both in transit and at rest.
Source category: Real Estate
Source subcategory: CRM
