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Document Collection
  • Preload generic forms, documents or client checklists
  • Invite clients by text message or email
  • Multiple individuals supported for each application
  • Documents submitted directly through client portal
  • Client portal accessible through desktop, smartphone or tablet
  • Customer
    Progression and Reporting
  • Messaging feature keeps communications in one platform
  • Audit record of every transaction
  • Automated prompts (email, text) for outstanding actions
  • Dashboard provides real-time visibility of application statuses
  • Insights to help improve workflow
  • Security
  • 246 bit EAS at rest and in transit encryption of files
  • Secure login
  • Full redundancy and back-ups
  • Advanced permission management
  • Follows AWS best practices to ensure physical, environmental and networking security as well as monitoring, DDOS protection and firewalls
  • Electronic
    Document Signing
  • Build a library of standard forms
  • Build new forms ‘on the go’
  • Completed forms locked with PDF Entrust certificate
  • Signed forms stored in the same repository
  • Versioning
  • Seamless sharing between participants
  • Documents stay within the platform
  • Supports archiving and full version control
  • Access to third party contributors for approval
  • Flexible Configuration
  • White label package
  • Flexible workflows to fit existing processes
  • Emails and SMS messages delivered from your own company name
  • Multiple options for account administration