Self-Serve
Express
An online portal to exchange
documents & signatures remotely,
deployable in 48 hours.
Self-Serve
Express
An online portal to exchange
documents & signatures remotely,
deployable in 48 hours.
Self-Serve
Express
An online portal to exchange documents & signatures remotely,
deployable in 48 hours.
Whether COVID-19 means you’re unable to see customers in person or rely on mail, our secure online document portal allows customers to exchange documents and signatures with you remotely.
Best of all? It can be deployed in just 48 hours.
Whether COVID-19 means you’re unable to see customers in person or rely on mail, our secure online document portal allows customers to exchange documents and signatures with you remotely.
Best of all? It can be deployed in just 48 hours.
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Features
Manage applications
Allow your advisors to create and manage cases with a single dashboard.
Keep workflows moving, amend cases if required and review and approve applications.
Manage applications
Allow your advisors to create and manage cases with a single dashboard.
Keep workflows moving, amend cases if required and review and approve applications.
Exchange documents
Provide customers with documents to download and collect documents for approval.
Reduce transaction times, improve compliance and make journeys paperless.
Exchange documents
Provide customers with documents to download and collect documents for approval.
Reduce transaction times, improve compliance and make journeys paperless.
Collect e-Signatures
Provide customers with agreements and capture their signatures electronically.
Build an audit trail and simplify journeys so customers can complete transactions in a single step.
Collect e-Signatures
Provide customers with agreements and capture their signatures electronically.
Build an audit trail and simplify journeys so customers can complete transactions in a single step.
Automate reminders
Send customers automatic reminders of outstanding actions.
Improve conversion rates, decrease transactions times and eliminate advisor chasing.
Automate reminders
Send customers automatic reminders of outstanding actions.
Improve conversion rates, decrease transactions times and eliminate advisor chasing.
Secure communications
Manage communications through a secure portal, which customers access via a two-factor authentication process.
Ensure security and meet the highest industry standards.
Secure communications
Manage communications through a secure portal, which customers access via a two-factor authentication process.
Ensure security and meet the highest industry standards.
RBS Case Study
Ian McLaughlin, the Royal Bank of Scotland’s Managing Director of Home Buying and Ownership, explains how Vizolution helped them to create the UK’s first paperless mortgage process, significantly increasing their KPIs.
RBS Case Study
