Clients
Client documents
For brokers who collect the same document packs from clients over and over. Every applicant gets a separate list, and anything you reject goes back for correction through the same link.
Try it for 30 days- Case
- Reference number, client and status from opening to close.
- Applicants
- If two people take the loan, each gets their own list of items.
- Fixes
- A rejected item goes back to the client with a reason, in the same link.
- Progress
- One screen shows how many items were accepted and what is still open.
- Upload by link
- The client uploads from a phone, with no signup or password.
- Case export
- The full set of files, named after the items in the case.