Provide us with the questions and we'll provide you with a single link to send to your clients to get all the answers. Simple solution that is mobile and desktop friendly as well as cloud based giving you and your clients easy access from anywhere.
To make onboarding easy, we'll provide you with workflow templates of industry standard questions that you need answered by your clients. You easily customize these templates by adding or deleting questions and answers, create rules to structure the flow of questioning, generate and/or request documents based on answers, automatically send responses based on conditions, change font or colors, or anything you'd like. All white labeled for you!
Your clients are provided with a checklist of documents that are generated off the answers they provide which can be customized any way you wish. Your clients upload all their documents directly to your secure portal. You are provided with an easy to read summary of the clients answers, along with the document checklist and a secure Document Center that stores all your client documents.
Below are just a few of the features that are offered. Let us know what you are looking for and we will show you how the system will provide your solution!