Workflow Automation

Strategy

• Automate your customer communication and internal processes.

• Design clean, mobile-friendly application and membership forms.

• Send emails to customers automatically at each stage                                        of  the application process to inform them of progress

Automate

• Obtain credit reference scores automatically on submission, providing applicants with an immediate decision if you wish.

• Issue electronic credit agreements for your customers to sign online, completing the                                          application, approval and payment process in                                    minutes or hours instead of days.

Optimize

• If your back office systems provides the facility, create your membership and application records automatically on approval

Development

• Share your experiences and contribute to future development