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
Click here for details.