Create a Document Request
Create a request with a master list of documents required for the application, or choose from an existing list of predefined templates. You can create as many templates as you like, one for each product of service you offer.
Customer uploads required documents
Your customer gets the request and starts uploading the required documents by snapping images using a mobile device or uploading from existing documents. Multiple formats can be uploaded including text, image or pdf. We make it easier for your customers by guiding them through the entire process and with out-of-the-box integrations with Bankstatements.com.au and electronic signatures.
Quickly approve or decline documents that don’t match your requirements. Once you’re happy with the list of documents, you can export them as a PDF/Zip file and automatically upload them to your existing internal systems.
Track progress of the application
Customers can track the progress of the document request, chat with you in the app itself in case they have any queries, and create notes and receive notifications on both the mobile app and website portal. Your customers’ documents are now stored securely on the cloud for future use.
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ezidox™ helps you save time and money by automating the collection and processing of documents.
Get started by signing up for a free 15 day trial.