The Suralink platform combines a dynamic PBC list, assignment workflow, and secure file hosting to deliver a more efficient and organized engagement. For the first time, everyone involved has a real time view of the document collection process.
Suralink’s dynamic PBC list is integrated into the secure file hosting platform. Import existing spreadsheets, create templates, and rollforward from year to year.
Say goodbye to searching through documents dumped in an antiquated file portal. With Suralink, your clients can drag and drop files directly onto the PBC list, linking them with their respective request.
TRACK THE ENGAGEMENT
Now you can track the progress of individual requests in real-time, as well as monitor the step-by-step interaction of your team on any given document.
MANAGE YOUR TEAM
Eliminate unnecessary meetings. Suralink makes it easy to assign sections to your clients and staff, and provides the ability to monitor the progress of every facet of the job in real-time.