Seamless integration for an efficient advisory process
With the integration of DocDigi into Hypact Advisor, advisors can fully build their mortgage advice and send all relevant data to DocDigi with a single click. This prevents duplicate data entry and reduces the risk of errors. Reports are automatically generated based on the specific client case and align seamlessly with the advisor’s workflow.
“Our tool delivers a consumer-friendly advice report that every Dutch person can easily understand. It gives them peace of mind when speaking to their advisor or heading to the notary,” says Jan Willem Smit, co-founder of DocDigi.
Naturally, users remain free to choose whether they generate reports using Hypact Advisor’s built-in tools or opt for the DocDigi integration for added flexibility.
