Intelligent & Beautiful Interviews
Design the structure of your interview, define the types of questions you want to ask and customise the interview to your brand with our intuitive automation logic.

• Easy information gathering - Collect data from various sources using multiple interviews and consolidate into a single document.
• Dynamic questions - The interview is dynamic with fields appearing and disappearing based on how the client or user answers the questions in the interview.
• Wide range of question formats - There is comprehensive set of question formats which include radio buttons and checkboxes, drop down lists, options for rich text and long text, and date and time pickers.
• Manage questions in tabs - Use tabs to split up different sections in an interview into smaller sections for a better user experience (e.g. borrower, lender, property),
• Flexible formatting - The interview can be formatted to allow free flow completion or compel the user to answer questions sequentially, and all questions can be subject to validation.
• Add help & guidance notes - Help commands can be included to provide additional context to the questions ensuring they can be answered accurately.
• Fully customisable - An extensive library of commands available to completely customise the design and format of your interviews ensuring they align to your brand.

Sharing Interviews via Email
Gathering information has never been so easy and efficient. You can choose to share your custom interview
electronically via email.

• Manage and track progress, re-send, add information and delete ‘sharing’ if or when necessary. External users can securely share interviews with other people in their organization if required. You can also add information into the client interview yourself at any stage.
• Re-use data for existing clients or new additional contracts or documents. The custom interview enables you to efficiently gather information and save it in a central location so that it can be easily accessible at any time, saving time and improving consistency.
• Built in intelligence makes it easier for your client to complete and submit information. Depending on the answers they provide, you can ask additional questions and save them the time and admin hassle of inserting the same information in multiple fields.
• Ensure that clients or users have a consistent and professional brand experience. Customise the email look and feel of your interview to align with your brand. It ensures a seamless experience and engaging customer journey for your client.
• Send data without worrying about data security Shared interviews are encrypted in transit and at rest and can be further protected by a password or PIN (multi-factor authentication) if required. External users have no access to your server.

Embedding Interviews in your Website and Applications
Make your business processes more efficient by improving data collection and reducing human errors.
Embedded interviews enable you to have a single version of client information.

• Easily integrated Interviews can be easily integrated into your website, other web applications and with your existing CRM (e.g. Salesforce).
• Controllable With a JavaScript API (methods & events), this gives you programmatic control over the interview and the ability to control how users interact with the interview. Information can be inserted into or extracted out of the interview at any time during the process, enabling the client or user to complete the interview across different sessions.
• Customisable
  Interviews are completely customisable enabling you to white label your interview to align it to your brand, making it visually seamless in your website and ensures a consistent user experience for your clients.
• Embedding Options
  Both iFrame and JavaScript versions available for embedding your interview. The iFrame is ideal for simple copy-and-paste integration, while our JavaScript provides for a tight, seamless integration. XpressDox also offers RESTful API Integration for use by developers.