Onboarding Workflows & eForms

Custom Unbidden Workflows To Suit Your Needs

Easy-to-use interface that allows you to create, manage and track client onboarding processes in real time

Imagine – a world where paperwork is not required to onboard clients. Unilakes is here to make your work easier and better. It provides an easy-to-use interface that allows you to create, manage and track client onboarding processes in real time.

Onboarding is a critical part of the client’s life-cycle. With Unilakes, you can easily capture and manage your clients’ information and documentation right from the onboarding process.

Go from collecting paperwork, to managing your onboarding process in one place. Unilakes helps you create an automated workflow of what users need to do once they sign up with you and how they should go about it.

Discover a Few Use Cases How Unilakes Can Help

Real Estate

Receiving and managing tenancy applications is a breeze through our custom onboarding workflow and you can loop in landlords to get an approval from anywhere.

Financial Services

When it comes down to a loan application process, there are so many different steps an applicant may go through during this time and still more things that you might need to request from whomever is applying for a monetary investment with your company. Fortunately, there's a way to streamline this process with our new automated application workflows solution.

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Education

Host a remote boot camp using professional customer onboarding software so that you can register new students, get them excited and ready to learn, notify them of important dates, send instructions on how to access the educational material and screen student progress through an online tracking tool.

Legal

Your entire case, from client intake forms to signed contracts and everything in between is kept and neatly organized in your account.

Human Resources

Make sure you're onboarding your new hires with the utmost care so that they are happy and comfortable during their first few days. As a small business or startup, you have to ensure that you collect all the relevant information from new hires as it relates to creating an internal directory or understanding your organization better.

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Marketing

Often, clients want you to work on their project but don't have all the assets ready for you. Having an online platform where they can submit all of their content and collateral is essential in providing reliable service.

Our Partners

We Provide Cutting Edge Technology Solutions Through Our Strategic Global Partnerships for each area of business.

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