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Convert to a paperless environment
Collect
- Build a branded ‘Mini-site’ – replace hard copy forms and collect information online
- Unlimited cloud-based storage – safe, secure, affordable
- Convert email attachments – preview bulky documents securely
- Scan and store all existing documentation with a single click of the mouse
Organize
- Organize client information with our unique ‘Label and Filter System’
- Assign Ratings to top applicants in a collaborative review process
- Team collaboration is easy using our time-stamped ‘Notes’
- Collect and time-stamp all email correspondence from a single location
Process
- Set up a completely paperless client folder workflow
- A user-friendly workspace that puts all client information at your fingertips
- Google/Outlook Calendar syncs, Schedule Appointments and Follow-ups
- Multi-platform e-mail alerts keep you updated constantly
- Export information as needed and convert into .csv format
- Keep track of your “To-do’s” using our powerful online Task Management platform
