Everything you need to securely collect client information
Send encrypted requests for banking details, documents, and signatures — in seconds.
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Alex Rivera · Rivera Insurance
Licensed Agent · ID Verified
Secure Banking Information
Hello, John. Please complete the form below to securely submit your banking information.
Full Name
Routing Number
Account Number
🔒 256-bit encrypted · View once · Link expires in 23h
Submitted!
Data encrypted & delivered
How it works
From request to received in minutes
Build your request form
Choose what to collect — banking info, IDs, signatures, or custom fields. Takes 30 seconds.
Send a secure link
Copy the link or send it by text. Your client opens it on any device, no account needed.
Receive encrypted data
Data arrives in your dashboard, encrypted and ready to reveal when you need it.
Everything you need
One platform. Every sensitive request.
Banking Info
Collect routing + account numbers with instant bank verification and confirmation fields.
SSN & Identity
Masked SSN entry with confirmation. Clients feel safe — you get accurate data.
Document Upload
Scan any document — driver's license, passport, SSN card, birth certificate — photo or PDF.
E-Signatures
Send documents for signature. Place fields, client signs, PDF gets finalized.
Custom Forms
Build your own intake forms with any field type. Generate shareable secure links instantly.
File Transfers
Send files securely to clients. View-once, expiring, encrypted — better than WeTransfer.
Built for your industry
Trusted by professionals who handle sensitive data daily
Insurance Agents
Policy forms, IDs & banking info
Mortgage Brokers
SSNs, income docs & bank accounts
Real Estate
Earnest money details & ID uploads
Financial Advisors
Secure onboarding & KYC compliance
What agents say
Professionals love it
"I used to text my clients asking for their SSN. That was terrifying in hindsight. SecureLink changed how I work completely."
Marcus T.
Independent Insurance Agent
"My clients actually trust the process more now. They see the encryption, the verified agent badge, and they feel safe."
Priya S.
Mortgage Loan Officer
"Setup took 5 minutes. Now I send a link instead of an email chain and my clients think I'm running a major firm."
James R.
Real Estate Broker
AES-256-GCM Encrypted
Every field individually encrypted before storage. Plaintext never touches our servers.
View Once
Sensitive data is masked after first reveal. Your client's data doesn't linger.
Auto-Expiring
Links expire on your schedule. No lingering access, ever.
Your clients deserve better than a text message.
Start sending secure links today. Free to get started, no credit card required.
Free to start · No credit card · Setup in 2 minutes