Collect sensitive data from contacts & clients
Request portfolios of sensitive documents from your clients.
One-click open banking bank statements for your clients.
End-to-end encryption and UK GDPR compliance.
Sarah Johnson
0 of 3 completed
Property Images
Proof of Ownership
Since March 2020
Property Agreement
Michael Thompson
0 of 3 completed
Stop Collecting Files via Email
Security Risks
Emails store files unencrypted on multiple servers, violating GDPR, HIPAA and other compliance requirements.
Manual Tracking
Hours wasted sending reminders, checking attachment completeness, and maintaining disorganized tracking spreadsheets.
Size Limitations
10-25MB limits force clients to use unsanctioned file-sharing services, creating new security vulnerabilities.
Prefer
Secure Collection
End-to-end encryption with secure access controls ensures regulatory compliance throughout the document lifecycle.
Automated Workflows
Real-time dashboard tracks document status with automated reminders and approval processes.
Client Experience
Professional portal lets clients upload large file size, sign documents, and connect financial accounts securely.
Meet our products
Requester
Reduce document collection time by 75%
Streamlined, professional interface for securely requesting and receiving financial documents from clients with automated follow-ups and status tracking
Vault
GDPR compliant storage
Bank-grade encrypted storage solution for sensitive financial documents with automated retention policies and compliance audit trails
E-mail Assistant
Save 4 hours per week on email processing
Smart email integration that automatically identifies and securely imports financial documents from client communications while maintaining privacy
Affordability
90% faster affordability assessments
Advanced expense categorization and analysis engine that automates affordability assessments using machine learning, saving hours per application
Open Banking (late 2025)
Banking records from the source
Direct, secure bank connection for real-time statement imports with built-in verification and fraud detection, eliminating manual uploads
Interactive demo
Try it for yourself
Real Estate Agent
Request financial documents from your client for mortgage application processing.
Client Browser
Waiting for document request from agent...
Document View
No documents uploaded yet
Use Cases
Real Estate Agents
- Streamline document collection from potential tenants and buyers
- Quick verification of income and affordability checks
- Secure storage of sensitive financial documents
Mortgage Brokers
- Instant access to clients' banking history and statements
- Automated income verification for faster application processing
- Compliant document management for mortgage applications
Accounting
- Streamlined tax document collection from clients
- Organized client document management by tax year
- Secure, compliant storage of sensitive financial records
HR
- Simplified employee onboarding document collection
- Streamlined benefits enrollment documentation
- Efficient annual compliance certification management
User side
- One-click sharing of financial documents with verified parties
- Secure control over who can access your financial information
- Easy tracking of shared documents and permission management
Trusted by Industry Leaders
"When I applied for a mortgage, I was asked 6 months of bank statements for each of my bank accounts. With five bank accounts, I spent hours manually downloading and organizing statements. Now with the open banking integration, I just click once and all my statements are securely shared - what took half a day now takes 30 seconds. It's transformed the whole application process."
Jean Dumont
Mortgage candidate
"The email assistant is a game-changer. It automatically captures and organizes client documents from our email threads, maintaining security while saving us countless hours of manual work. Our team can now focus on analysis rather than administration."
Mark Rogers
Senior Financial Advisor
"Transmitta's intuitive dashboards and ready-made templates have transformed our document management. We now track submissions in real-time and set up requests in minutes instead of hours. This has cut our processing time by 70% while delivering a more professional experience for clients."
Emma Richardson
Digital Innovation Director
Safety at its Core
Your data security is our top priority. We implement industry-leading protection measures to ensure your information stays private and secure.
Database Safety
Advanced encryption and regular backups ensure your database remains secure and protected against unauthorized access.
Cloud Storage Safety
Enterprise-grade cloud infrastructure with fine-grained access, tenant isolated roles for storage and automated recovery protocols.
Team Access Safety
Granular access controls and audit logs ensure team members only access what they need, when they need it.
Transfer Safety
Secure data transfer protocols with end-to-end encryption and real-time monitoring of all data movements.
Meet our great customer support
Multiple ways to get the help you need, whenever you need it
Ticket System
Track issues with our dedicated ticket system
Knowledge Base
Browse our extensive library of guides, tutorials and documentation
FAQ
Get instant answers to the most common questions our customers ask
Human Live Chat
/ E-mail
Connect with our support team in real-time for immediate assistance or e-mail
Preview our platform
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Ready to Get Started?
Join all of satisfied customers who have transformed their business with our platform.