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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
  • Introducer Portal
  • Appoint approved introducers to originate applications
  • Applicants complete forms and upload documentation
  • All documentation and communication are stored in a single hub
  • Documents time-stamped with full audit trail
  • Providers, introducers and applicants can interact in real-time
  • The applicant’s personal information (PII) is protected and controlled by them through their unique access portal in accordance within GDPR guidelines
  • 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
  • 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
  • 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