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Maintain a separate document list based on different service requirements.
Assign due dates for document submission while sending documentation requests.
Customize document lists and send requests as per client or service needs.
Allow agents to collect documents and upload them in bulk.
Request documents through email or directly share upload links with clients.
Download, review, and verify documents uploaded by clients.
Bifurcate documents based on services, government rules, client agreements, and other requirements.
Securely maintain institute management documents and offer letters.
Streamline the management of Leads
Organized List for Management of Time
The structured list of documents saves time eliminating manual compilation of the document list for different services and easing the process.
Automated Reminders for Efficient Working
Keep communication central to nurturing the lead by easily keeping track of the conversations and outcomes through File Notes and Follow-ups.
Verification with Notifications for Clarity
Get to Download and verify the documents uploaded by the Clients, document and record the communication to relay a clear and transparent idea of document requirements.
Customize to Serve the Clients Better
Customize the document list for different clients and get the flexibility to modify it, according to varied Immigration Laws and terminology, on request.
Multiple Ways to Share/Upload Documents for Flexible Working
Get the flexibility to either Email, generate, and share a link or upload the documents, on behalf of the clients in one single click, saving hours and manual labour.