The Problem:
Transferees want to have direct input into their move, and would like to be able to customize which services they need.
- Move Details: Currently, other than a few details provided by client contacts move details must be entered manually by internal administrators, creating a negative experience for transferee’s who feel like “there’s always a middleman”.
- Service Selection: Currently, services are defined contractually with each client. Any changes need to be done by an internal administrator who have a tedious process to determine what they are permitted to do.
Example Screens:


