AI document processing
AI-assisted broker registration portal
A broker registration portal where applicants upload trade licences and identity documents. AI extracts the details for review, and approved applications create records in Zoho and access to the broker portal.
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The business challenge
Registering a broker means collecting several documents, checking the application and entering the same details into the CRM.
What we built
- Upload PDF documents or photos and extract key fields with AI.
- Review applications and correct details before approval.
- Create approved partner records in Zoho and provision portal access.
The business value
Designed to reduce repeated data entry and keep the onboarding steps connected.
Next step
Have a similar task in your business?
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