Collect, validate, and organise client documents — intelligently

Send a document request through a secure client portal rather than email. The client logs in, sees a clear list of what's needed (ID, three months bank statements, last two payslips, etc.), uploads files directly, and you get notified instantly. Advizo encrypts uploads in transit and at rest, validates documents with AI, and stores everything against the client and case — replacing email attachments, WhatsApp screenshots and chasing phone calls.

Use a structured request — not an email — that tells the client exactly what to upload, in what format and by when. The best systems combine a factfind (for information) with a document request list (for files), both delivered through the same secure client portal. Advizo automates chasers if a document is missing after a set number of days, and the AI validator flags expired IDs, wrong tax years and bank statements that don't cover the required period before you submit to the lender.

Store every client document in a single, encrypted location organised by category — identification, income, bank statements, valuations, mortgage offers, policy documents. Restrict access by role, log every view and download, and retain documents for the period your network and the FCA require. Advizo organises documents automatically against the right client and case, runs AI checks on upload, and gives you an audit-ready document register without any manual filing.