Compliance

All paperless! Every type of transaction generates a custom set per branch of the required documents required for compliance. No more wondering for your agents of what forms you require or not. The forms are easy to view, merge, split, move, delete, directly scanned into the system, uploaded via browsing and selecting a file, or by email. Agents can add notes, and your compliance manager can send notes to let know if anything else is missing. Send with one click the list of documents missing and notes.

Once compliance and disbursement are completed, the files get archived and locked in the system.

Never fear an audit again! You will have all your files online and with full activity logs.
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COMPLIANCE

Features

Custom Set Per Transaction Type

Custom Set Per Branch

Direct scan, upload or email

View, edit, split, merge, delete forms

Notifications to agents

Archive Storage

Agents

Teams

Teams:

eSignatures

Chatbots: ✔️

24/7 Support: ✔️

Teams: ✔️

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