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.