Cases and intake in the right place
Staff have a client overview and follow recognisable steps for each case. Meeting notes and files are submitted within that workflow; specific sources are designated for the advice report.
Rapportly Enterprise in practice
Your way of working deserves an environment that fits.
ASK Advies has its own advice environment built on the shared Rapportly platform: Mijn Advies. Its mortgage workflow is specific to ASK; the approach shows how we can also configure your process.
ASK Advies is an example of a tailored setup, not a standard package for every organisation.
Mijn AdviesConfigured for ASK Advies
A tailored process shown as four recognisable steps.
- 1Initial meetingRecord
- 2Interim updateAdd information
- 3Advice reportPrepare
- 4Review meetingDiscuss findings
Rapportly EnterpriseInput, document structure and calculation logic tailored to the way you work.
A consistent workflow for staff
Steps and documents fit the process.
Sources together
Conversations and case documents come together in the right place.
Control over the result
The person handling the case reviews and updates the report.
The practical example
How ASK Advies configured Mijn Advies
The setup follows ASK's advisory practice: from conversations and case documents to reports and review meetings. The components below have been configured for Mijn Advies. Together, we determine which components suit your organisation.
Conversations become useful documents
ASK's workflow is configured to produce meeting notes, a client profile and a Wwft form after the initial meeting. Additional information can result in an interim report; the review meeting can be recorded separately.
Reporting with standard calculations
For mortgage advice, Mijn Advies combines case sources with a separate mortgage calculation engine. The report structure and branding are configured; output is available as PDF and Word.
The adviser has the final say
A draft can be viewed, updated and downloaded as a new version. Professional judgement remains part of the process.
Which steps are unique to your team?
Tell us how you work. We will explore which Enterprise setup suits you.
From an example to your own setup
The same principle, your process.
The mortgage calculations and advice documents belong to ASK Advies. For your organisation, the conversation starts with your own sources, decisions, documents and people.
Discuss the possibilitiesInput and documents
What information comes in, where is it checked and what needs to be visible?
Rules and document structure
Which standard calculations, texts and approval steps should the result include?
Environment and access
Which branding, roles or connections do you need? Availability and configuration are discussed for each organisation.
Enterprise contact
Tell us briefly what must remain fixed in your process
We first assess whether Rapportly fits and what setup is truly needed. You are not committing to a project.
vragen@rapportly.io