Simple! You will receive an email invitation from your broker or lender that gives you a link to register on the ezidox™ web portal
where you enter your details and select a password. You will be emailed a confirmation that then allows you to LogIn with those details.
Alternatively, you can download the appropriate app:
- iOS (Apple) app from here
- Android (Google) app from here
Once you have registered and logged in, you will receive a list of the documents that you need to send.
If you already have a document in digital form then you can upload it via the ezidox™ web portal or via the Android app (unfortunately, Apple doesn’t let you manage existing documents from their mobile devices).
If you only have a paper copy, then you can use your smartphone’s camera to capture the document and it will be turned into a pdf (after you have edited it as required) and sent to your broker/lender.
You can also upload documents from your personal cloud storage, as we are integrated with Google Drive, Dropbox and Microsoft One Drive
As you send the documents requested they will be accepted or rejected by your broker/lender and you will be notified accordingly. As they are accepted, you can track your progress via the Progress meter on the ezidox™ web portal or your smartphone. Easy!