1. COLLECT APPLICANT DATA
Complio includes a cloud-based document management system. Users upload electronic documents into the system. Stored documents remain secure – but can be accessed by an authorized user at anytime from anywhere through an Internet connection.
Users upload documents and enter data within their own, secure online account. This approach frees you from the manual process of collecting paper documents.
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2. APPROVE COMPLIANCE
Complio’s powerful rules engine makes applying custom rules as simple as possible while ensuring consistent compliance with your unique requirements. Clients can opt to use convenient system tools to review and approve documentation – or to use American DataBank’s review service.
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The Complio process is powered by sophisticated communication tools that enable quick, secure interface between individuals and their institutions.
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4. REPORT INFORMATION
The true value of Complio comes in its ability to report on the information compiled in the system. Custom reports, filter options and data export into multiple file formats enables extensive reporting. Administrators can create custom groups to identify and sort individual user records.
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3. STORE DOCUMENTS
The ability to securely store and share digital document is Complio’s core. Advanced features distinguish Complio, but these benefits would not be possible without stored documentation.
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