An automated text message is received by your customer, which leads to a secure document upload facility.
Advisers can set multiple types of documents and even signatures required.
The customer then takes a picture of the documentation in an instant.
Files are then safely stored in the cloud, linked to customers' case file in your CRM.
Manual document management is arduous because of the skill and time involved. Human error is inevitable. Now is a perfect time to automate document requests, client reminders and notifications to speed up your sales process.
Using Doc-Solve will drastically reduce time your agents spend chasing documents. Increase your operations' effectiveness. It takes less time than having a cup of coffee to get started. Let us prove how Doc-Solve saves huge amounts of time and resources.
Proven to reduce drop-off rate with customers through smart learning, which drastically increases document return rate & speed.
Optimised to get the least amount of friction for users, in turn increasing your document return rate & speed.
You’ll have a state of the art document collection software that is fitted to your needs during setup.
Our software works seamlessly with any software as a plugin through API.
No more waiting for scanners/printers. Increase staff productivity by 25% and speed up your document collection.
Your customers will see an instant change from having to physically send you their ID. The fully customisable reminders will ensure you get the documents you need on time.
The pain of waiting on crucial documents returned by your clients and all the hassle that follows that process is not new. The 54 firms using Doc-Solve can not be wrong, as they are running swift operations. Doc-Solve has proven to be a crucial part of their processes.
Document management is crucial, but why not automate it to the point where you can rescue your staff from having to deal with chasing documents through phone calls and emails.
No bot chats here… You’ll always speak to real staff who are happy to help.
GDPR safe, E2E Encryption and API Integration.
Quick document scan ability with Mobile, so you get your Docs as fast as possible.
All parameters can be defined to save time managing and sending reminders. Encourage your client to take action automatically.
No more waiting for scanners/printers. Increase staff productivity by 25% and speed up your processes.
The setup process includes defining the type of documents required and linking it to Doc-Solv. Once operational, the reminders will go out, and documents will come in automatically.
Doc-Solve can handle unlimited users.
They will receive an automatic email and/or text, open a link, take a snap and it will be uploaded to the cloud, as well as be presented to your agents.
It usually takes 24 hours if there are no special requirements. If you have any unique requests, it may take about a week or two to taylor it to your specific needs.
You’ll have seamless integration for all platforms, so your customers never run into issues.
