Efficient, Secure, and Scalable

Review Applications

Enhance your application review process with Unify’s robust tools. Our platform combines manual and automated fraud review, scalable processing capabilities, and in-house expertise to ensure efficient and secure application evaluation. Tailor the review process with custom criteria and eligibility screeners, and leverage side-by-side views and multi-stage workflows for a seamless experience.

Streamlined and Comprehensive Evaluation

  • Dedicated Risk Operations Team
  • Scalable Processing
  • In-House Review Staff
  • Custom Evaluation Criteria
  • Eligibility Screening
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Risk Operations Team

Leverage our dedicated risk operations team that combines manual and automated fraud review. This ensures that all applications are thoroughly vetted for accuracy and integrity.

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Scalable Processing

Handle high volumes of applications with ease. Unify has processed over 350,000 applications and can scale to process more than 10,000 applications per day using integrated tools.

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In-House Reviewers

Save time and resources by utilizing Unify’s in-house applicant reviewers. Our team provides expert validation and screening, ensuring a streamlined review process for funders and program managers.

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Custom Evaluation Criteria

Set custom evaluation criteria to automatically sort and score applications based on responses and paperwork. Tailor the review process to your program’s specific needs.

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Eligibility Screening

Incorporate eligibility screening into the review process to ensure that only qualified applicants move forward. This feature helps maintain high standards and compliance.

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Amazing Features

Integrated Review Views

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Reviewers can see submission details, including file uploads and messaging, alongside their review. This eliminates the need to toggle between tabs or handle time-consuming downloads.

Multiple Stages

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Set up a multi-stage review process that matches your organization’s needs. Each stage can be auto-assigned to the appropriate team members and tailored to the required review style.

Auto-Assignments

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Automatically assign applications to individuals or groups of reviewers at each stage. Reviewers receive alerts for new assignments, ensuring a smooth workflow.

Progress Reports and Reminders

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Monitor team progress and send reminders to reviewers with outstanding reviews. This helps keep the review process on track and meets deadlines.

Labels and Filters

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Organize and prioritize applications using labels and filters. Reviewers can apply these tools to manage their workflow efficiently.

Reviewer Notes

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Enable reviewers to leave notes and communicate within the app. This feature facilitates collaboration and allows for follow-up with applicants as needed.

Custom Permission Levels

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Control access to tools and information with customizable permission levels. Tailor reviewer access based on their role and responsibilities.

Hold Stages

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Use stages like waitlists or hold stages to manage inactive submissions. This feature helps keep track of applications that are pending further action.

Comprehensive Security

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Ensure the security of all application data with Unify’s robust security measures. Protect sensitive information and maintain the integrity of the review process.

Custom Criteria and Stages

Step 1: Setup & Customization

Begin by setting up and customizing your review process with Unify. Define custom evaluation criteria, eligibility screeners, and multi-stage workflows to match your program’s specific needs. Our platform allows you to tailor the review process, ensuring that each application is evaluated accurately and efficiently.

  • Custom Criteria
  • Eligibility Screening
  • Multi-Stage Workflows
  • Initial Setup
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Deploy and Manage Application Reviews

Step 2: Implement & Review

Deploy your review process and start evaluating applications with Unify’s robust tools. Utilize our risk operations team, scalable processing capabilities, and in-house reviewers to ensure a thorough and secure review. Real-time progress tracking and auto-assignments keep the process efficient and organized.

  • Risk Operations
  • In-House Reviewers
  • Scalable Processing
  • Real-Time Tracking
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Track, Analyze, and Enhance Your Review Process

Step 3: Monitor & Optimize

Monitor the progress of your reviews and gather insights to optimize your process. Use Unify’s advanced analytics and reporting tools to identify areas for improvement and ensure a smooth experience for reviewers and applicants. Continuous feedback and optimization help maintain high standards and efficiency.

  • Advanced Analytics
  • Feedback Collection
  • Process Optimization
  • Continuous Monitoring
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Bring together every aspect of benefit administration into one seamless experience. With Unify, transform fragmented processes into a cohesive force for community support.