Employee Verification Software

Survey Verification Management System (Mobile App & Web Portal)

A comprehensive Survey Verification Management Solution designed for Banks, NBFCs, Financial Institutions, Insurance Companies, and Verification Agencies to efficiently manage Address Verification, Employment Verification, Residence Verification, Business Verification, and Field Investigation processes with real-time monitoring and reporting.

Key Features

1. Customer & Case Management

  • Centralized customer and verification case management
  • Bulk upload of verification cases through Excel
  • Customer-wise and project-wise case tracking
  • Case status monitoring from assignment to completion

2. Dynamic Questionnaire Builder

  • Create customizable verification questionnaires
  • Customer-specific survey formats
  • Add multiple question types (Text, Dropdown, Yes/No, Image, Signature, GPS, etc.)
  • Flexible form design without coding changes

3. Survey Assignment Management

  • Assign cases individually or in bulk
  • Questionnaire mapping with assigned cases
  • Executive-wise workload management
  • Automatic task distribution and tracking

4. Mobile Survey Application

  • Android-based field verification app
  • Online and offline data collection support
  • Easy-to-use survey interface
  • Real-time synchronization with central server

5. GPS & Geo-Tagged Verification

  • GPS location capture during verification
  • Geo-tagged photographs for proof of visit
  • Live location tracking of field executives
  • Location validation against customer address

6. Photo & Document Capture

  • In-app camera integration
  • Multiple photo uploads per case
  • Document and ID proof collection
  • Timestamped verification records

7. Digital Signature Capture

  • On-screen customer signature collection
  • Executive signature capture
  • Signature embedded in verification reports
  • Tamper-resistant digital records

8. Executive Management

  • Executive registration and profile management
  • Auto-generated Digital ID Cards
  • Role-based access control
  • Performance and productivity tracking

9. Notifications & Alerts

  • Instant push notifications for new assignments
  • Case update alerts
  • Pending verification reminders
  • Supervisor review notifications

10. Review & Approval Workflow

  • Submit completed surveys for verification review
  • Multi-level approval process
  • Query and re-verification management
  • Quality control and audit tracking

11. Reporting & Analytics

  • Verification status dashboard
  • Executive performance reports
  • Customer-wise verification reports
  • GPS and field activity reports
  • Turnaround time (TAT) monitoring

12. Document & Report Generation

  • Automated verification report generation
  • PDF export and sharing
  • Customer-specific report formats
  • Digital archive of completed cases

Super Admin Features

  • Customer & Client Management
  • Dynamic Questionnaire Creation
  • Bulk Case Upload
  • Bulk Executive Assignment
  • User & Role Management
  • Live Survey Monitoring
  • Executive Location Tracking
  • Review & Approval Management
  • Dashboard & MIS Reports
  • Digital ID Card Generation
  • Notification Management

Benefits

  • Faster Address & Employment Verification Process
  • Paperless Field Survey Operations
  • Real-Time Monitoring of Survey Activities
  • GPS-Based Verification Accuracy
  • Improved Quality Control & Compliance
  • Reduced Operational Costs
  • Faster Report Submission & Approval
  • Enhanced Customer Satisfaction
  • Complete Audit Trail & Verification Evidence
  • Scalable Solution for Banks, NBFCs & Verification Agencies

Ideal For

  • Banks & Financial Institutions
  • NBFCs
  • Insurance Companies
  • Background Verification Agencies
  • Field Investigation Agencies
  • Microfinance Organizations
  • Loan Processing & Recovery Agencies

Survey Verification Management System empowers organizations to conduct accurate, transparent, and technology-driven field verifications with complete control, real-time visibility, and automated reporting.