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Kotini

Process

Kotini gives your clients a seamless, branded onboarding experience, while saving your team over two hours of admin per transaction. From ID checks to title deeds, everything’s managed in one platform, fully integrated with your CRM.

Key features

Streamline onboarding from day one.

Give your clients a slick, branded platform to complete ID checks, sign contracts, and submit key documents, all in one place.

Stay compliant, automatically.

From AML and ID checks to material information and title deeds, Kotini gathers everything you need to stay compliant without the manual work.

Cut costs with built-in payments.

Charge an onboarding fee directly through the platform and cover your compliance costs with no extra admin.

Benefits

More time for what matters.

Save 2+ hours of admin per transaction and free your team up to focus on prospecting and progressing sales.

A seamless experience for everyone.

Impress clients with a smooth, modern onboarding journey, all wrapped in your agency’s brand.

One connected platform.

From ID checks to title deeds, manage everything in one place, fully integrated with your CRM through GlueDog.

Resources