Step 1

Initial Consultation

3. Communication Customer Journey updates Keep track of updates for all important updates of your file.
Untitled-14 Request Received Received your initial request through WhatsApp App API or website form filled
Untitled-17 Form Filled Step 1 Call done Called by our Staff to assist you with your required service and to schedule the consultation call
Step 2

Information Collection

Untitled-17 Consultation Call done A consultant called you to explain everything related to your application with a scheduled call
Untitled-16 Required Documents List All the required information has been received to evaluate your request.
3. Communication Documents Received and Chcked All required documents are received and checked by our consultant to start your Process.
Untitled-20 Eligibility Check Meeting Process Explained through an online meeting to establish requirements and explain the process
Financial Preventivo Sent A quotation was sent to you according to your demands and required service.
Step 3

Premium Service Selection

3. Communication Prime Client Registration The Prime Client contract was sent with the receipt of the payment.
Click to download it
Untitled-14 Client Portal Access Provided access to the portal to follow up on your project.
Learn How to use it
Untitled-15 Online Courses Provided access to the LMS to learn everything about your required Service. Click to visit the course
Untitled-11 Property Investment Plan According to your Application and eligibility check report the service #PIP was prepared. Click to see it
Untitled-13 Premium Service Contract Required service with their terms and conditions, the Payment Plan, and Invoice receipt.
Untitled-15 Upload Documents According to your property investment plan a list of required documents is sent. Click to Upload
Step 4

Bank Appointment Scheduled

3. Communication Bank Consultant Assigned A bank consultant is assigned according to your requirement
Click to know
Untitled-20 Business Bank Loan According to your Application and eligibility check report the service #BFM. Click to see it
Untitled-18 Scheduled Appointment with Banks According to your requirements different possible bank appointments are scheduled. Click
Untitled-15 Documents Delivered to Assigned Consultant Copies of the required documents are delivered to the Bank via Email or directly in the office.
Untitled-23 Non-Interest Banking Based upon crowdfunding and investment and ownership plans the service #NIB. Click to see it
Financial Personal Bank Loan According to your Application and eligibility check report the service #PFM prepared. Click to see it
1. General Responses Received from Banks Feedback or Suggestions from the banks after evaluating your documents for the given service.
Step 5

Banking Services Delivered

Financial Bank Account Opened The initial proposal and quote for your project.
Untitled-11 Business Finance Management Business Loan, Business Plan Provided.
3. Communication Personal Finance Management Personal Finance-related services delivered.
3. Communication Mortgage Resolution Issued by the bank with the validity of 6 month.
Untitled-22 Non-interest Banking Type of NIB service initiated. The deposit was received from the client.
Untitled-18 Premium Service Paid Payment made after delivering the Premium service. Click to download the invoice receipt-
Step 6

Easy Casa Offer Presentation

2. Design – Office Proposal The initial proposal and quote for your project.
Untitled-15 Contract A copy of our signed agreement for your reference.
Financial Invoice receipts Keep up to date with all payments made and download receipts.
Step 7

Property Search

2. Design – Office Proposal The initial proposal and quote for your project.
Untitled-15 Contract A copy of our signed agreement for your reference.
Financial Invoice receipts Keep up to date with all payments made and download receipts.
Step 8

Buy Offer sent & accepted

2. Design – Office Proposal The initial proposal and quote for your project.
Untitled-15 Contract A copy of our signed agreement for your reference.
Financial Invoice receipts Keep up to date with all payments made and download receipts.
Step 9

Finalization

2. Design – Office Proposal The initial proposal and quote for your project.
Untitled-15 Contract A copy of our signed agreement for your reference.
Financial Invoice receipts Keep up to date with all payments made and download receipts.
Step 10

Service Completion

2. Design – Office Proposal The initial proposal and quote for your project.
Untitled-15 Contract A copy of our signed agreement for your reference.
Financial Invoice receipts Keep up to date with all payments made and download receipts.