CRMX

Customers · Backoffice & Compliance

The queue is the workday.

Backoffice officers open to a review queue ordered by SLA, expiring documents flagged a month out, and an audit log that writes itself.

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16/27documents reviewed by mid-shift (mock)
<4hmedian review time (mock)
100%decisions with an audit trail

By role

Compliance work, without the chase.

No inbox archaeology, no chasing sales for context — the queue carries everything.

01

SLA-ordered queues

The next document to review is always the one closest to breaching its SLA — not the newest upload.

Past-SLA escalation
Workload visible to managers
02

Context on the record

The client's full timeline sits next to the document: deposits, flags, previous decisions.

Flagged transactions inline
Previous decisions visible
03

Requests from sales

Sales asks for KYC review through a request with an SLA — not a WhatsApp message at 6pm.

Typed request templates
Hand-off history kept

Sales used to ping us on three channels. Now there's one queue, one SLA, and a lot less friction between our teams.

Nadia KhouryBackoffice Officer (mock)

See your brokerage with clarity.

A 30-minute walkthrough with your data model, your roles, and your questions.

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