Key Features
Client Application Management
Track client applications from start to finish with automated updates.
Document Storage & Compliance
Securely store client documents and ensure they meet all regulatory requirements.
Automated Reminders & Notifications
Send reminders to clients for document submission, payments, or appointments.
Analytics & Reporting
Generate detailed reports on application success rates and client satisfaction.
Seamless Communication
Integrate email and messaging for smooth communication between agents, clients, and institutions.