Main Features

• Ease of login for Head office, Branch, Third party
• KYC verification by vendor
• KYC checklist
• Pan, Demat Verification
• Upload Documents
• View client registration details
• View discrepancy details

CMOTS OCR has logins for Administrator ,Head Office, ,Branch

• Create New Users
• Enter Branches / Subbranches Details
• Add Checklists
• Add Bank / DP Details
• Add State Master
• Manage Form Details (Complete/Incomplete)
• View MIS reports

Head Office Login can do the following :

• Keep track of Client registration status
• Verify the clients details
• View the dispatch status ( branch wise,date wise and dispatch status wise)
• Approve or Reject the form
• Check Dispatch
• Extract documents
• Final Storage

Branch Login can do the following :

• Fill in client information
• Upload documents
• View comments from head office and verification department
• Manage dispatch information