One folder per lead.
Every one of the lead’s papers in its folder, not scattered across email. You search by name and find it instantly.
Who viewed and who downloaded each document.
Every open and every download leaves a trace with name and time. When someone asks whether the client actually got the paper, the answer is in the file and not in anyone’s memory.
Role-based sharing.
The lender sees theirs, the attorney theirs, the agent theirs. You share by role, without loose forwards.
GDPR compliance.
Deletion and export requests resolved from the panel. When the broker audits, the answer is already there.
The same folder, two responsibilities.
You decide which role sees which document. Nothing is over-shared.
Every document scanned and with traceability of who viewed it.
Deletion and export requests, resolved from the panel.
Want to see it with your operation?
15 minutes, no slide deck: your brokerage inside Galilei, with your questions driving.