Tailoring to Your Brokerage
Configure and customize the Iluminai platform to seamlessly align with your unique workflows, policies, and procedures, instead of compromising your established processes.
Content
Overview
Iluminai allows organizations to fully customize the platform to match their unique workflows, policies, and compliance needs. From managing users, teams, and notifications to tailoring forms, workflows, and monitoring processes, the platform adapts to fit your specific requirements. With Iluminai's flexibility and ease of use, you can simplify complex processes, stay organized, and keep your operations running efficiently—all while ensuring everything aligns with your goals.
Customizable Options
The Iluminai platform supports the following configuration and customization.
Users
Effortlessly manage your user base and account invitations with a centralized and intuitive system. From updating details like email, name, and role, to deactivating accounts or optionally assigning unique identifiers for better organization, everything is designed to keep you in complete control over your platform.
Teams
The Teams feature enables collaborative workflows by connecting groups of Agents or Agents with assistants to work together efficiently. Configurable data sharing ensures all members have access to the information they need, along with the ability to view forms created by other team members. This simplifies shared responsibilities, promotes transparency, and helps your team achieve their goals with ease.
Forms and Workflows
The Iluminai platform streamlines Forms and Workflows, offering the flexibility to align with your organization's compliance protocols and operational needs. Whether automating approvals for efficiency, requiring detailed reviews for high-risk cases, or customizing identity verification methods, Iluminai adapts to your unique requirements. With options to control form visibility, editing permissions, and supporting documentation requirements, the platform ensures your processes are both seamless and compliant.
Notifications
Deliver tailored, branded notifications to keep Agents, Backoffice Users, and Clients informed at every step. Whether it’s sharing updates about high-risk forms with compliance officers, sending personalized welcome emails to new Agents, or informing Clients about identity verification processes, you can customize both the content and recipients to fit your needs. Clear and professional notifications ensures efficient communication while reflecting your company's commitment to detail and organization.
Help and Support
Ensure that Agents and Team Admins always have access to the resources they need to succeed. Through the configurable "Additional Resources" section, you can provide tailored guidance directly on their dashboard. Whether it’s linking to training materials, embedding step-by-step guides, or sharing important updates, this feature makes it easy to keep your team informed and supported.