Hubsolv

Automate your business with a suite of tools for case management, customer onboarding and creditor engagement. HubSolv allows you to automate your case management process. From initial case creation and follow-ups, to document generation, task setting, client portal and more. Client portal with integrated Open Banking to communicate with clients through instant messaging; verify ID, pull Credit reports, Bank Statements, AML checks. Automate client queries and speed up the document gathering process to seconds.

Integrate with marketing websites to manage leads. Automate communication, schedule follow-ups, personalised emails and SMS text messages. Automate banking transactions and ensure payment schedules are running on time. Automate correspondence to people who have missed payments and distribute payments to thousands of clients at the click of a button. Automate documents, draft proposals, get digital signatures and speed up approval processes. HubSolv automatically collects and stores documents for every case to save you time. Gather documents against customisable checklists to ensure you are working in the most compliant and efficient manner.