New Document Checklist Feature: Keep on Top of Uploaded and Pending Docs in Seconds


New Document Checklist Feature: Keep on Top of Uploaded and Pending Docs in Seconds

Easy, Quick Access Document Viewer

We know that as an immigration consultant, you’re often dealing with multitudes of clients at a time. When it comes to document collection for each and every client, it can be a nightmare to keep track of it all.

Searching through emails, paperwork, and document collection can be a real headache. It’s time-consuming and inefficient.

We’ve worked closely with consultants like yourself for over 7 years; so we know just how challenging document management can be in this industry. To solve this problem, we developed a Document Checklist Reporting Feature, specifically designed to simplify your document management and save you hours of hassle.

So, Why Should You Use Document Checklist Reporting?

Nimbly Technologies identified doc checklist reporting as one of the most effective ways to improve a busy business. The benefits they listed included:

Ease of Access & Improved Processing Times

● Mobility is increased ten-fold with a digital doc checklist. You’ll be able to access and check pending documents from anywhere at any time – via smartphone, PC, from overseas, you name it.

● Applications thus get processed faster, as agents can check documents have been successfully submitted within seconds.

Cost & Time Efficient

● Paper and printing costs are eliminated completely, saving money as well as hassle in the office with stacks of paperwork!

● Hours of time are saved weekly (even daily) printing, filing and searching for the correct paperwork.

Perfect Accuracy

● The risk of human error is eliminated completely with a digital doc checklist. Manual document and data collection holds too much opportunity for mistakes – a digital checklist removes this possibility entirely.

Automatic Reporting

● Real-time reporting means you’ll be updated instantly – as soon as pending documents are submitted. 

Instant Client Follow Up

● You can also contact clients directly from the system for any missing documents. This saves you stress, hassle and mental energy having to constantly follow up and chase clients via endless email threads.

Identify and Target Errors Faster

● You’ll be able to check the status of any pending documents, and automatically receive info of any errors within submitted documents.

Secure and Private Storage

● Cloud-based storage means you don’t have to worry about any documents getting lost, damaged or misplaced. You can rest assured knowing all important data is kept safe, private and secure at all times.

Ecubix agreed that the benefits of digital document checklists are often overlooked, and undervalued. Many consultants simply don’t realise just how much time and money this feature can save you. They’re also highly convenient.

Some of their favourite benefits included:

Increased Collaboration:

● Teamwork becomes easy with the automation of document checking. Files can be accessed anywhere, anytime, and by anybody who requires access. 

Improved Task Allocation & Management:

● Administering tasks becomes instantaneous, with a simple checking of which documents are still pending. 

● Duties can be assigned to team members and accountability is improved due to online visibility of completed tasks.

Enhanced Data Flow:

● Because data is collected automatically and formatted according to the PDF, you don’t need to worry about errors, typos or misinterpretations.

So, How Does Document Checklist Reporting Work?

Our user-friendly reporting feature provides real-time status updates, allowing you to quickly identify any missing documents or issues in each client’s file. Keep aware of which clients have uploaded their documents, and which ones are still pending. 

 Within seconds, you’ll have a comprehensive overview that informs you about the progress of each client’s document processing. No more sifting through piles of paperwork or getting lost in endless email threads. All the proof documents you need for each client case are conveniently organized in one place.

Document Management Made Easy

Experience the simplicity and efficiency of the Document Checklist Reporting feature from Ezymigrate.

Transform your document management process and reclaim valuable time with our innovative solution. Join us in revolutionizing the way you handle document uploads and processing for your clients.

Try Ezymigrate Today

Don’t just take our word for it – download your free Ezymigrate trial and learn the benefits of this feature for yourself. Save hours of time, hassle and energy – automate your document management now.

Benefits of Automating Client Onboarding

Onboarding is an extremely important step in any immigration business – perhaps the most important. As anyone in the industry will know, it also takes up a lot of time.

After working in this industry for over seven years, we’re just as aware of this as you are. It was through our experience working closely with consultants like you that we were inspired to automate the entire process.

Our aim was (and always has been) to save time for busy immigration consultants, agents and lawyers. There’s so many steps when it comes to the immigration process, and too much time is spent doing menial, manual tasks. In this day and age, automation is the clear – and only – answer.

So, Why Should You Be Automating Your Client Onboarding?

Hubspot’s service experts listed automated onboarding as one of the best ways companies can upscale their business, and fast. The rate of upscaling that automation now offers was unimaginable in the past, Hubspot writes.

Research showed that a whopping 63% of customers take company onboarding into account when purchasing, and 90% of people think companies could improve their onboarding process.

In an immigration business, the client onboarding process involves:

● Client assessment

● Generating their contract

● Generation of service agreement

● Obtaining client signature

● And finally, sending the invoice and getting paid

At Ezymigrate, we’ve automated this client onboarding process perfectly. You can assess your clients by sending or sharing a custom made, digital assessment form. 

Once you have collected the information, the system will generate a customised agreement for that particular client. The client data has already been collected, so the system will use that data to fill up the agreement automatically.

The client can then easily sign the agreement using the digital Ezymigrate tools.

Once the client has signed the agreement, you can then generate an invoice through the system to generate the first payment.

All this time, each step can be achieved without any manual data entry on your part. The entire process is automated. It really is as easy as that!

Best Benefits of Automatic Client Onboarding:

Stop using multiple tools

● Forget about jumping between various tools to complete each task

● Instead of relying on Doco Sign, Adobe PDF, PDF fillers – do everything on one system

Assess clients digitally

● Send a system generated, customised assessment form for your client to fill

● Gather data seamlessly and without manual data work

● Avoid risk of human error

Obtain client agreement in seconds

● An agreement form is created automatically, based on client info

● Agreement form is sent to client directly via system

● Client can sign and agree digitally, without the endless paper trail

Get paid quicker

● Invoices are generated instantaneously and digitally

● Payment is easier, faster and more streamlined

Avoid manual data entry completely

● Save hours and hours of tedious, back and forth emails and paperwork

● Spend your precious time on more engaging tasks!

Achieve all this and more at Ezymigrate

Start onboarding your clients today – onboarding automation is just one of the innovative features we offer. 
Learn here about how we’ve digitized the entire immigration business; saving consultants like you time and money for nearly a decade.