Document Cabinet

Introduction to the Document Cabinet

The Document Cabinet has been specifically designed to allow you and your clients to  share documents with each other securely.

For you, the IFA / Mortgage Broker, this is done via the Back Office area. The client, however, has this facility via their Client Login Area, accessible from your website, along with their Fact Find & Secure Messaging System.

Document Cabinet Features

• Upload area for all your client documents
• Share documents with clients with ease & securely
• Ability to categorise all your clients’ documents
• Single click to open  documents in a new browser window
• System informs you & your client of any changes or new uploads
• Enable clients to review private documents  in their own Client Login Area
• Client Login Area accessible from your website home page
• Increases opportunity to sell more products – regularly encourages clients back to your website
• All documents maintained in individual secure areas – peace of mind where sensitive information is stored
• Forget about post! Save money & time! Increase efficiency!
• Enhance your reputation for client service & speed of delivery!
• Reduce risk involved in sending sensitive documents as attachments
• Document lost or need another copy?  - no need to send further copies
• All common document formats supported

Pricing

Click here for details.

For More Information - Please See:

Secure Client Login (Client Admin Area)

Electronic Fact Find

Secure Electronic Messaging

To Order or for a no-obligation demonstration, please call the Web Pro IT Sales Team on 0845 388 0098