One of the most difficult jobs of immigration advisors is the collection of documentation that is accurately completed. Having worked closely with countless advisors over the years, I have observed firsthand how tedious and time consuming this part of the job is. Ensuring that all the documentation has been submitted and the heaps of paperwork are flawless requires a tremendous amount of labour-intensive work.

That is why I am super excited about our document collection checklist system. Every client can conveniently complete each document in a systematic, orderly fashion. Once satisfied, they can then upload it via a drive link. There is no chance of ever missing any documents. Need to update something? Not a problem, just open the document and update it. It only takes minutes. 

Patricia Lotich maintains that checklists produce consistency and supply recaps when distracted. In other words the chances of leaving a form incomplete because you had to attend a call become negligible. A checklist helps to improve service that keeps clients happy. According to Becky Metivier, an organizational tool like a checklist improves the efficiency of people carrying out complex assignments.

The Ezymigrate document checklist is ideally suited for immigration and visa advisors as it offers several benefits.

• Multiple Document Checklists: Not all visas are created equal! Different visa types require different types of documents. Our system has a separate checklist for each type of visa.

• Multiple Upload: Clients can take their time compiling information and collecting the various documents. When completed, they can then upload them all together in one go. Forgot a couple of papers? No worries! Simply use your personal link and continue uploading. 

• Amend Before Sending: Make a mistake? Ezymigrate document checklist will let you make as many amendments as you need to get it perfect and resend.

Once all the documents are completed and uploaded, the file managers will automatically get a confirmation email. The client also retains a copy of all the documents. It is all very safe, secure and convenient for all parties. 

Ezymigrate can help you document more efficiently, accurately and provide a service to your clients that they will be happy with.  Go ahead, give us a call.

It is an undeniable fact that various interdepartmental teams need to exchange notes and communicate to accomplish a common goal. This is especially true in the immigration consulting industry, where different people work together to ensure that a candidate’s visa documents, university applications and any financial aid requests are processed in a timely fashion.

I have been working in the immigration consultancy field for nearly two decades. Nobody understands better than me the need for prompt exchange of information, especially when deadlines are looming. This is why I introduced the Task Management System in my software.

When every team member is dealing with dozens of clients, it is easy to forget whose university application deadline is approaching or who needs a visa renewal. It is imperative that the person dealing with visas, and the one dealing with university applications and the manager are all on board with the latest updates.  The Task Management System allows each team member to view the client file, create tasks, write their comments and jot down any notes.

The tasks created can be linked to other relevant team members and clients.  Each person linked in will get email reminders of the impending tasks that need to be completed. 

Isabelle Wuilleumier Salemme advocates using the task manager because it allows you to better manage what needs to get done.  Carol Mentis goes a step beyond. She says when tasks are displayed in front of them, employees can better prioritize and execute efficiently.  Other benefits associated with a task management system include:

• Eliminate International Barriers: immigration consultancy deals with international clients. Creating and tracking tasks allows everyone to be on the same page by making the latest updates available to everyone involved.

• Manage deadlines: Regardless of whether you are dealing with university applications or visa applications, meeting deadlines is the bread and butter of this business. Forgetting any deadline for any one of your dozens of clients is not an option! Creating tasks minimizes this risk.

• Increase Productivity: the work environment is very hectic with employees juggling multiple duties. Task management makes the working day simply by displaying all the tasks you need to get through during the day.  No more wasting time figuring out what needs to be done next or forgetting anything.

The Ezymigrate Task Management System is a tool no business can afford to be without.  Give us a call!