From scattered emails to one secure tenant-file portal, full visibility and less follow-up work
Snelder Zijlstra uses a secure tenant portal for structured data collection. Dynamic intake per tenant profile, one central overview, and full control over security and GDPR.
- Industry
- Real estate / Brokerage
- Headquarters
- Enschede, Netherlands
- Founded
- 1890
- Solution
- Portal system / intake & file management
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
30–60min
Saved per file
- 1 portal
- Always the same intake
- 1 dashboard
- Real-time file overview
