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UniMetric · Applicants

Applicant portal: case status, documents and wallet

In their own portal applicants see where the case stands, which document is missing, when the next meeting is and what they have paid; none of it needs a phone call.

The UniMetric applicant portal and wallet module is the applicant side of the system: case stages with status, the required document list with phone upload, upcoming meetings, messaging with the consultant, a wallet with payments and contract balance, and notifications on every change.

Interactive recreation

Case documents

Tick the documents.

A small coded recreation, not a screenshot. The data is sample data and every button really works.

What is inside

On the phone

The applicant portal is an installable web app: a bottom bar with Case, Documents, Messages and Wallet; document upload straight from the camera with a preview before sending.

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Case documents

Tick the documents.

Topics on this page

Questions we hear a lot

What does the applicant see and not see?

Their own stage, documents, meetings, messages and payments; never the consultant's internal notes or the agency's pricing.

Does the wallet hold money?

No. The wallet is the applicant's payment ledger against the contract; payment goes through the agency's bank gateway and the receipt is recorded here.

Modules in the same group

Solutions that use this module

See this module in the product

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