Snelder Zijlstra Makelaars

The challenge

When collecting tenant data, Snelder Zijlstra ran into a familiar problem. Depending on the tenant profile, different documents are required (salaried, self-employed, retired), but in practice this turns into a mix of loose emails, attachments and manual checklists. The result: inconsistent intake, little overview and a lot of follow-up work.

Security was a hard requirement here. Data had to be visible to staff, but not freely downloadable. And the process had to fit within GDPR and internal guidelines.

The solution

We developed a portal system with two components.

Admin environment

• Create a portal per tenant

• Automatic intake based on tenant profile

• Dashboard with status per file (what is complete, what is missing)

• View data without the option to download

• Secure, temporary storage with automatic deletion (GDPR)

Tenant portal

• Dynamic forms per profile

• Simple document upload

• Clear progress indication

• Secure access via a unique link

The result

• Consistent data collection for every type of tenant

• One dashboard for real-time overview and targeted follow-up

• Less manual work around monitoring and document-chasing

• Better compliance through controlled access and retention periods