Standardize your process, lighten your workload
Define how you work once, then let BrokerSaaS run it: document requests, follow-ups and signatures trigger themselves, at the right moment, on every file.
From trigger to archiving
Every case follows a scenario you define once — and that replays on its own.
- 01
Trigger
A case step, status or date starts the scenario.
- 02
Document request
The client gets the list and uploads online.
- 03
Auto follow-up
At the right moment, with no one thinking about it.
- 04
Validation
AI-assisted check, then on to the next step.
- 05
Sign & archive
Sent for signature, auto-filed to the case.
Clients upload their documents, friction-free
A document-request step sends the client a magic link to their portal. They upload their files, the AI runs a first check, then the broker validates. No more manual chasing or double entry.
- Magic link to the client portal
- Automatic first check by the AI
- Final validation by the broker
Follow-ups and signatures, on time, without a thought
The process automatically chases overdue documents and sends files for signature as soon as the previous step is cleared. Your multilingual email and document templates handle it — header and footer included.
- Automatic follow-ups on missing items
- Signatures triggered by the process step
- Multilingual email and document templates
What you gain
Less data entry
Data entered once feeds files, emails, documents and signatures. You stop retyping.
Clients do their part
Your clients upload their own documents from the portal, guided by automatic requests.
Nothing falls through
Follow-ups, deadlines and signatures are driven by the process: no more dormant files.
A standard that holds
Every file follows the same quality journey, whoever handles it.