Guided Document Collection
A step-by-step checklist walks prospects through exactly which documents to gather, where to find them, and how to upload them. No confusion, no guessing.
Broker & Rep Dashboard
See the real-time status of every prospect in your pipeline. Know at a glance which documents are in and what's still outstanding for each deal.
Instant Rep Onboarding
New salespeople can hit the ground running from day one. The platform guides them the same way it guides prospects — no tribal knowledge required.
Faster Underwriting Submissions
Deliver clean, complete document packages directly to your underwriting partners. Reduce back-and-forth and get quotes in your prospect's hands sooner.
Secure Document Portal
Replace risky email attachments with a proper secure upload portal. Protect sensitive employee data and financial documents — and give prospects confidence in your process.
Make It Easy for the Business Owner
Small business owners don't have time to decode complex document requests. Trajectix gives them a clear, mobile-friendly portal where every document is explained in plain language — including where to find it.
Plain-language document descriptions
Every request explains what the document is, why it's needed, and exactly where to find it — even if the owner has never seen it before.
Get the right documents the first time
Clear guidance eliminates the frustrating back-and-forth that comes from incomplete or incorrect submissions — saving time for everyone.
Mobile-first design
Prospects can upload documents directly from their smartphone — no scanner, no desktop, no friction.
Progress tracking
Owners see exactly how far along they are, removing the feeling of an endless, open-ended request list.
Your Entire Pipeline, Always in View
Stop digging through email chains to know where each deal stands. Your dashboard gives you a real-time view of every prospect, every document, and every next action.
See where everything stands at a glance
Your pipeline view gives you an immediate read on which prospects are moving forward and which need attention — without digging through emails.
Document-level visibility
Know exactly which required documents have been received and which are still outstanding for each prospect — never wonder what's missing again.
Underwriting team visibility
Give your underwriting partners direct access to track and review submissions in real time — so they're ready to move the moment a package is complete.
