VisaPlatformDMS
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Visa case and document management

Every visa file.Every document.Every deadline.

VisaPlatform DMS is case and document management for visa consultancies, built for Australia, New Zealand, UK and Germany processing.

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Founding agencies get set-up help.

Sample case screen for a New Zealand student visa: the stage line at Offer Letter (Unconditional), document progress at 63 percent, and the case sidebar.
Sample data
Unconditional offerGS statement due in 9 days
Built for
  • Australia
  • New Zealand
  • United Kingdom
  • Germany

Interactive sample

Try a case

Click through one sample case. Move it from stage to stage and watch the checklist, deadlines and activity change.

Aarav Sharma sample
New Zealand · Student visa · Feb intake
Offer acceptance in 3 days

Stage 4 of 7 · Unconditional offer · Missing: 3

Checklist

5 of 9 approved
  • Passport copyApproved
  • Academic transcriptsApproved
  • Police clearanceApproved
  • Financial documentsMissing
  • English test resultApproved
  • Offer letterApproved
  • Signed acceptance formUploaded
  • Medical certificateMissing
  • GS statementMissing

Deadlines

  • Offer acceptance
    University A
    in 3 days
  • GS statement
    University B
    in 9 days

Activity

  1. Unconditional offer received
  2. University interview completed
  3. Conditional offer received
  4. Application started

Interactive sample, not real data

Files in WhatsApp. Documents in Drive. Deadlines in someone's head.

When one staff member leaves, the knowledge goes with them. A case should live in one place that everyone on the team can read.

Sample applications list showing each student, visa program, document progress, counsellor and assigned staff member.
Sample data

Stages

Stages that match the visa

Track each student through the real steps: university application, conditional offer, GS statement, lodgement, decision. Australia, New Zealand, UK and Germany each follow their own steps, so staff always see what comes next.

Sample case screen for a New Zealand student visa: the stage line at Offer Letter (Unconditional), document progress at 63 percent, and the case sidebar.
Sample data
  1. University application
  2. Conditional offer
  3. Interview
  4. Unconditional offer
  5. Preparation
  6. Lodgement
  7. Decision

Documents

Checklists and documents

A checklist for each program. See what is missing, review what has arrived, and ask the student for the rest in one message.

Sample document checklist for the Visa Application Documents folder: uploaded files with View and Re-upload buttons, and pending items such as Police Clearance Certificate and Financial Evidence Summary.
Sample data

Checklist · New Zealand

Police clearanceMissing
Financial documentsMissing

Deadlines

Deadlines for each university

Set the offer-letter or GS deadline for each university, and see everything due this week in one list.

Sample dashboard with an Upcoming Deadlines list for this week and later, covering document requests, an interview and a GS assessment, with a Waiting on University panel below.
Sample data
Offer letter acceptance
University A · A. Sharma
in 3 days

Teams

Branches and roles

Owner, admin, counsellor, staff and receptionist each work from the screens that suit their job. Every branch sits inside one agency.

Sample owner dashboard with a Branch Performance table for Kathmandu, Pokhara and Butwal showing students, active cases and visa approvals.
Sample data
OwnerAdminCounsellorStaffReceptionist

Students

A status link for the student

Send students a link so they can see where their file stands. No login, and fewer "any update?" messages for your team.

Sample student status page on a phone: a greeting, the current stage on a progress line, and what happens next.
Sample data

For owners

See every branch. Know which files are stuck.

One screen for every branch and every case, so you can spot the file that stopped moving before the student asks.

Sample analytics screen with total applications, visa approvals, applications per month and an application funnel by stage.
Sample data

Security

Your agency's data stays yours.

Passports and bank papers need care. We keep it plain.

Each agency's data is separate

Agencies cannot see each other's students or files, and we test for it.

Access follows the role

People see the screens their job needs, nothing more.

An activity log

See who did what, and when.

Read how it works →

Coming next

VisaPlatform CRM for leads and follow-ups.

The DMS handles the file. The CRM will handle the lead.

Early access

Founding agencies shape what gets built next.

Set-up help, a direct line to the builder, and a say in the roadmap.

Do you replace my CRM?

No. The DMS handles processing. A CRM for leads is coming next.

Can I bring my running cases?

Tell us what you have and we will plan the move together.

What happens in a demo?

We walk one sample case through stages, checklist and deadlines.

Book a demo