Bring approval authority, service levels and financial consequences into the same workflow.
Set a due date for reviews, registrations, refunds and other workflow steps. Monitor ageing and escalate overdue work.
Route decisions by amount, project, role or exception type. Retain the approver, reason and time alongside the transaction.
Use configured in-system alerts, email and WhatsApp flows to prompt the person responsible for the next action.
Limit inventory, portal actions and sensitive changes to the appropriate users, teams and channels.
Keep changes to price, status, allocation, customer and contract information linked to their supporting approvals.
Connect invoices, commissions, refunds and adjustments to the approved business outcome.
A transaction reaches an eligibility threshold, due date or required approval stage.
The workflow creates or routes the action, with supporting evidence and a service-level clock.
Validations and approval rules govern the decision and preserve its history.
The approved outcome flows into the relevant customer, unit, broker and financial records.
Review open actions by project, workflow and status.
See the responsible team or approver and the reason progress has stopped.
Assess the transaction value, ageing and service-level position.
The presentations describe DocuSign or configured e-signature, email, WhatsApp-assisted approvals and accounting connections. Your implementation defines which services are used, how approvals are captured and which records are updated.
Integration access, service subscriptions, configuration and testing form part of the agreed project scope.
Walk through your projects, approval rules and reporting priorities with our team.