I am a document collector (Broker, Lender, Agent, etc) - How do I get started ?

Simply! Just go to the ezidox™ web portal and enter your details and select a password. You will be emailed a confirmation that then allows you to LogIn with those details.
Alternatively, you can download the ezidox™ app from:

and register directly via the app.

Once you have registered and logged in, simply enter the email address and mobile number of your customer (or whoever you are collecting documents from) and the set of documents that you want to collect plus a few other details. They will receive an email asking them to register on the website and and a text inviting them to download the app that suits them (iOS or Android). Then your customer just starts sending you all the documents you have specified. Both of you can track their progress as they work their way through the list. Easy!

I am a document collector - How much is ezidox™ for me and my customers ?

If you decide to keep using ezidox™ after your free trial, the pricing model is also easy.

ezidox™ is TOTALLY FREE for Document Senders (your customers, loan applicants, etc) that are sending you documents. Document Collectors (Brokers, Lenders, etc) pay a fee based on how many applications you want to start each month. An application can have as many documents attached as you wish (within reason) and you only pay for the single application itself.

After you used the free introductory applications, you can select from various levels. Our website has the latest pricing, or you can use the Contact Us form to send us a request to call and discuss your requirements. One thing is for sure, it is a lot less than you are wasting now chasing up all those documents and managing them manually.

How will all the documents be stored?

Safely! Documents will be stored in a highly secured, encrypted cloud storage server based in Australia and managed by IBM, accessible only by the Document Collector, the Document Sender, and any people authorised by you.

I am a document collector - How do I get started ?

Step by Step instructions on Creating your first Application can be found on our website or just fill in the Contact Us form and we will get in touch to help. Once you have created your first Application, the next time is easy!

I am a document collector - How can I access my customer's documents ?

Easily! You can use the web browser from your desktop or any internet enabled device to access the ezidox™ web portal, or you can download the mobile app for iOS or Android. As soon as you log in and select the Document Sender (customer) from your list of customers you will be able to see all the documents that they have sent and have been stored securely in the cloud.

I am a document collector - Will I have to pay an additional cost for the document storage?

No! All the costs are included in the subscription plans. There are NO additional storage costs for the actual space required (fair use policy applies). If you cancel your account then you will be able to access all your customer’s documents and download them at no cost.

I am a document collector - Can I send documents to my customers as well ?

Yes! Anything you are required to send to your customers (PDS, Loan Guides, General Info) can be sent via ezidox™ so you know, and can show, exactly what has been sent to them. You can easily set up set up your default list of documents that will be sent every time a new application is created. You can only do this on the web portal (not on the mobile app). Just go to Settings and you will see an option to specify Documents you wish to send out. Add them here and then you will be able to see them from either the web portal or the mobile app every time you create a new Application.

I am a document collector - Can I share an application with others ?

Yes! You can easily add others (for example, another colleague or your personal assistant) that have access to the documents stored for a customer so they can monitor or manage the process for you if you are away or unavailable. They can have the same level of access to manage the application as you.

I am a document collector - Who can upload documents ?

Anyone! The documents required can be uploaded by your customer, a co-borrower or guarantor, or any other person you invite to upload documents (such as an accountant or other professional adviser). Everyone you specify will be invited to register via the ezidox™ web portal or one of the apps and then upload documents via their desktop or smartphone.

I am a document collector - What am I charged if the applications that I create in a month exceed the quote of the plan I selected ?

You will be charged the specified rate per each additional new application that exceeds the quota. It is important that you select the plan that is most suitable to the volume that you generally achieve. You can, of course, move plans if your business grows.

I am a document collector - Who enables the people that can upload and view documents ?

You! You have full control. You can specify the borrowers, co-borrowers, guarantors and advisers of your customer who can then upload and view documents. You can also specify anyone that can manage the application on your behalf, such as a colleague or PA or anyone else.

I am a document collector - What happens to my customer's documents if I decide to not use ezidox™ anymore "

If you choose to close your account we will, firstly, be very sorry to see you go. Please tell us why at support@ezidox.com so we can try and fix any problem you are having.
If you still decide to close your account we will give you sufficient time to download all the documents in your account. The added bonus is that they will be sensibly named and indexed so you can continue to use them on your normal digital file system. After you have confirmed that you have retrieved all the documents, or after the expiration of 1 year from your last payment, you will receive one final notice before all your documents will be deleted from our cloud storage system.

I am a Mortgage Broker/Lender - How can I remove the tax file number (TFN) from my customer's documents ?

The ezidox™ smart system included in the special mortgage version of ezidox™ automatically redacts the TFN from your customer’s tax documents so you don’t have to do it manually any more. Just another time saving feature of ezidox™! When you register for ezidox™ just specify that you are a mortgage broker/lender and you will get instant access to the additional features specific to your industry – at no extra cost.

I am a Mortgage broker - how do I lodge my clients' documents with the lender ?

Easily! Once you have collected all the documents specified in each Group of documents you just mark that Group as complete. This will adjust the Progress Meter shown on both your device and on your customer’s device. At any point you can choose to lodge the documents that have been collected (even if you do not yet have all of them). Simply select the lender from your list, or manually enter the relevant email address, and ezidox™ will take care of compiling and sending the documents in a standard, sensible format to the lender for processing.

How do I get started ?

Simply! You will receive an email invitation from your broker or lender that gives you a link to register on the ezidox™ web portal where you enter your details and select a password. You will be emailed a confirmation that then allows you to LogIn with those details.

Alternatively, you can download the appropriate app:

  • iOS (Apple) app from here
  • Android (Google) app from here

Once you have registered and logged in, you will receive a list of the documents that you need to send.

If you already have a document in digital form then you can upload it via the ezidox™ web portal or via the Android app (unfortunately, Apple doesn’t let you manage existing documents from their mobile devices).

If you only have a paper copy, then you can use your smartphone’s camera to capture the document and it will be turned into a pdf (after you have edited it as required) and sent to your broker/lender.

You can also upload documents from your personal cloud storage, as we are integrated with Google Drive, Dropbox and Microsoft One Drive

As you send the documents requested they will be accepted or rejected by your broker/lender and you will be notified accordingly. As they are accepted, you can track your progress via the Progress meter on the ezidox™ web portal or your smartphone. Easy!

Where will my documents be stored ?

Safely! Your documents will be stored in a highly secured encrypted cloud storage server based in Australia, accessible only by you, your broker/lender and any other people authorised by you.

How can I access my documents ?

Easily! You can use the web browser from your desktop or any internet enabled device to access the ezidox™ web portal, or you can use the mobile app for iOS or Android.
As soon as you log in you will be able to see all the documents that have sent or been sent.

Do I have to pay anything to use ezidox™?

No! All the costs are covered by your broker/lender. There are no charges whatsoever for you to use ezidox™ to supply the documents to your broker/lender. If you ever cancel your account then you will be able to access your documents and download them at no cost.

Can my broker/lender send documents to me as well ?

Yes! Anything they are required to send to you (PDS, Loan Guides, General Info) can be sent via ezidox™ so you know exactly where to find and read them all.

Can others send docements for me ?

Yes! Your broker can easily add others (for example co-borrowers, guarantors, professional advisers) and ask them to send documents to support your application.

How can I remove my TFN from the docments ?

The ezidox™ smart system automatically redacts the TFN from your documents so you don’t have to do it manually any more. Just another time saving feature of ezidox™!

If I decide to not use ezidox™ anymore, what happens to my documents ?

If you choose to close your account we will, firstly, be very sorry to see you go. Please tell us why at support@ezidox.com.au so we can try and fix any problem you are having.

If you still decide to close your account we will give you sufficient time to download all the documents in your account and they will be sensibly named and indexed so you can continue to use them on your normal digital file system. After you have confirmed that you have retrieved all the documents, or after the expiration of 1 year from cancellation, you will receive one final notice before all your documents will be deleted from our cloud storage system.

Can my broker/lender send documents to me as well ?

Yes! Anything they are required to send to you (PDS, Loan Guides, General Info) can be sent via ezidox™ so you know exactly where to find and read them all.

Do I have to pay anything to use ezidox™?

No! All the costs are covered by your broker/lender. There are no charges whatsoever for you to use ezidox™ to supply the documents to your broker/lender. If you ever cancel your account then you will be able to access your documents and download them at no cost.

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