Fast Deployment – up and running in less than a day with little to no IT involvement
Ease of Use – intuitive user experience for both employees and customers
Passwordless Upload Folders – eliminate end-users from needing usernames and passwords or sending email attachments to you
Full Text Indexing – automatically builds tags and search words and phrases so you don’t have to
Multi-file Download Capabilities – makes it easy to move all files and folders at once to your processes
Group Notifications – incoming emails and text to assigned groups so nothing gets missed
Dynamic platform – expand users, add groups and adjust to your workflow as needed
Document retention – access doesn’t expire like it does in secure email tools
Security – patented encryption, file restrictions, user roles, MFA and audit trails
No software or outlook plug-ins required – Designed with a Consumer-first strategy in mind
CHECK OUT OUR OTHER PRODUCTS!
The foundation of our platform. Some clients provide consumers with a digital vault to collect, protect and share their important information. Others use the digital vault to improve workflow with digital customers.
Our platform is modernizing a very manual process. In the sales marketplace, buyers and sellers can collaborate in the sales and due diligence process. In the Assets Under Management servicing, back-office processes are automated, including payments!