Online Checklist helps you to get organised, simplify your workflow, and ensure checks are carried out. Manage your checks online from anywhere.
Integrated with your AgencyCloud software, the new Online Checklist is an added tool in ensuring your business is compliant with obtaining your clients identification, address history and personal information. Included with the Online Checklist is a one stop location for hosting your important business documents associated with identity checks.
If you are interested in finding out more about this solution, or would like to receive the latest news directly from our partner, get in touch today.