Application Management

Tracking an application’s progress is made simple. Here, you can make notes, upload documents, create tasks and track payment scheduling.

Application Management

Keep clients updated

Automatically send clients email notifications once an application stage changes to keep them updated in the application process.

Organising made effortless

Add related documents in the applications. Be updated and never miss a step with an application stage-wise viewing of activities taken so far with the client activity log.

Multiple Assignee

Assign multiple team members into the application process for easy collaboration of work.

Document Checklist

Make the addition of certain documents or notes mandatory in the application stage to confirm all the required information is collected.

Days in a queue

Plan and prioritize the application by looking at the number of days in a queue; also helps in evaluating the efficiency of your team members.

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