Turn complex onboarding into a clear digital journey.
Guide clients through information, documents, verification, signatures and appointments in one secure, branded portal.
Welcome back, PriyaYou're almost done. 2 steps left.
80%- Upload a void chequeTo do
- Sign your engagement letterTo do
- Choose a call with your adviser Tue 10:00Wed 2:30Thu 11:15Booked
- Identity verificationDone
Everything a client needs to get started, in one place.
Clients can save and come back, see exactly what's left and get help without calling your office. Your team watches the same record update as they go.
- Client portal with save and resume
- Adaptive journeys built with Form Builder Pro
- Secure document uploads and evidence requests
- Appointment scheduling with confirmations and reminders
- Fast Sign for agreements and declarations
- Campaign-driven follow-up and re-engagement
- AI chat support during onboarding
- One client record updated throughout
Ask only what's relevant to each client.
Conditional questions and workflow logic cut unnecessary form-filling and give your team cleaner information to work with.
Adaptive forms
Show or hide questions based on earlier answers, client type or case context.
Progress visibility
Clients always know what's done, what's outstanding and what happens next.
Automated next steps
Requests, checks, appointments and messages go out without anyone lifting a finger.
See how FastDox would work for your team.
We'll shape the demo around your current process, required checks and the systems you already use.