Dashboard - Individuals
On the dashboards, you can monitor all individuals with the completion of their profiles. Each individuals have a progress bar and a status (open, pending and completed).
Dashboard - Profile
Each user have a profile with all provided documents. Choose to download them, view details & check status.
Templates - Mails
Set your templates and get ready to automate the sending of personalized reminders to your users.
Templates - SMS
Do you want to increase the conversion rate? Choose to send SMS as well!
Templates - Dynamic Fields
Templates of communications are personalized to your user's information thanks to Dynamic Fields.
Logs allow you to view what communications are sent, in real time.