Would secure document management be valuable to your Members? 

With daily mailbox hacks, be confident that any sensitive documents are exchanged securely. 

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Prioritize the Security of your Members Critical Information with SideDrawer

SideDrawer provides an easy way to share files and information, and allows your Members to engage their network collaboratively through the Web or Mobile application. Build workflows to collect and manage Mortgage / Credit Applications, KYCs, Personal / Education Loans and more. 

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File sharing today has hidden risks

With risk of malware in attachments, phishing links, and altered emails, you and your Members must constantly be on-guard with any email-related engagement.

Collaborate with confidence 

With an intuitive interface, you and your Members can easily manage who has permissions to access any sensitive data quickly and transparently. Help you Members share all critical documents they have with you stress-free.

 

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Stay Organized and Personal

Determine the organizational categories most suited for your Members, and avoid any guesswork for those accessing the material. Spend less time searching for information, and more time working with your Members.

 

Have repeated document requests?

Build Info Requests to securely collect data and documents from clients that are auto-organized into relevant categories of your choosing. Improve how you collect information for Mortgage Applications, Loan Applications, KYCs and more.

 

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Brand your experience

Members recognize your name and brand. Keep that consistency as Members navigate the platform to maintain comfort. Brand the entire experience including Web / Mobile Interfaces, Messaging and more.

 

Provide more Value to your Members

Offer your Members the ability to create their own personal Vault to support their life organization with families and other professionals. Having documents securely available for themselves and their significant others can make the difference in any unforeseen life altering event. 

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Increase Efficiency, Prioritize Security and Add Value Today

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