From fact find to signed documents—completely automated. Clients fill forms, upload docs, and sign agreements. You review when ready. Zero manual data entry. Zero chasing clients.
Typing client details from emails, PDFs, and phone calls into your CRM. Every. Single. Deal.
Chasing clients for payslips, bank statements, IDs. Multiple follow-ups. Delayed settlements.
Sending "Have you uploaded your documents?" emails. Following up on unsigned forms. Repetitive busywork.
Watch as clients onboard themselves while you focus on winning deals.
Automatic branded email with secure form link. Client clicks and starts immediately.
Smart form with conditional logic. Scenario generation. ABN lookup. Only relevant questions shown.
Auto-request payslips, bank statements, IDs based on answers. Client uploads directly. No email attachments.
AI checks document completeness, extracts key data (income, expenses, dates). Flags issues automatically.
Authority forms, credit guide, privacy policy sent for signing. Sequential or parallel. SMS verification.
All data in CRM. All docs validated. All forms signed. Task created for your review. Complete file ready.
The entire process runs automatically. You get notified when the client package is ready for review.
Drag-and-drop form builder. 20+ question types. Conditional logic. ABN lookup. Scenario generation. Progress tracking.
Automatic document requests based on loan type. Client portal for uploads. Drag-and-drop interface. Progress indicators.
AI checks document completeness, reads content, extracts key data. Flags missing info. Validates dates and amounts.
AI reads payslips, bank statements, tax returns. Extracts income, expenses, employer details automatically into CRM.
Send compliance docs for signing. Authority forms, credit guides, privacy policies. SMS verification. Audit trails.
Automatic email and SMS reminders for incomplete forms, missing documents, unsigned agreements. Configurable intervals.
Trigger actions on form submit. Send emails, create tasks, assign team, find lenders. Build complex workflows visually.
Auto-create follow-up tasks. Assign to team members. Set due dates. Track completion. Recurring task support.
Complete audit trails. Consent tracking. Document access logs. GDPR compliant. Secure encrypted storage.
Clients complete onboarding on any device. Responsive forms. Mobile document upload. Touch-optimized signing.
See client progress live. Know when forms opened, docs uploaded, agreements signed. Get instant notifications.
Your logo, colors, domain. Branded emails and landing pages. White-label client experience. Custom email templates.
Email attachments scattered everywhere
All documents in one secure portal
Manually type client details from PDFs
AI extracts and populates CRM automatically
Chase clients for missing documents via email
Automatic reminders with completion tracking
Print, scan, email forms for signing
eSign with SMS verification and audit trails
Spreadsheets to track document status
Real-time dashboard with live progress
Hours of manual compliance documentation
Automated audit logs and consent tracking
Stop manually onboarding clients. Let them do it themselves while you focus on winning more deals.