SmartLink provides interactive messaging, client authentication and live view technology. It can be configured and used to work between intermediaries or other client facing data providers & systems as well as automating, managing and sending client pre-qualification data to any CRM.
With VirtualSignature SmartLink, you can configure the way you engage and interact with clients, send & receive messages, notifications, call-back requests or screen share
SmartLink enables you to configure the way you engage with clients, sends and receives messages and call back requests or interacts through our Live View on-screen application. It can also be used as a pre-qualification tool to connect with third party intermediaries.
Yes it can. Via our API, third party intermediaries, such as a call centre or sales agent can connect with their customers to speed up communications and the delivery of client data.
It’s easy to integrate and provides an efficient tool to collate and filter client data, reducing administration time and human error.
SmartLink is designed to assist professional organisations with high volume data handling.