Portfolio Details

Project information

Details

1: Client signup with two factor authentication via email
2: Client profile, partner and file data completeion
3: Client recieve case updates through emails
4: Super admin , admin and client roles access
5: Upload documents functionality
6: System notifications through email on comments on cases
7: In depth case detail of clients for RFG team to handle case
8: On chnage case status system send emails with attachments to bankers , client and RFG Advisor