Member Portal
From a phone or computer they start requests, upload documents and check the status whenever they want.
- Start requests online
- Upload documents
- 24/7 status tracking
- Email notifications
Institutional process management One platform for
One platform for
every process at your organization.
No WhatsApp photos of ID cards, no loose emails, no parallel spreadsheets. Members start a request and follow it online; each department handles its own part based on its role.
- Member portal
- Self-managed processes
- Full traceability
- Roles by department
- Automatic notifications
- Supported by our own team
The solution
Everything in one place.
Tramito centralizes the documentation, data and handling of every process. No WhatsApp, no loose emails, no parallel spreadsheets.
Today
- WhatsApp photos of ID cards
- Emails with heavy attachments
- Excel sheets per department
- Paper folders at the office
- Phone calls to check status
With Tramito
- A single platform
- Documentation backed up
- One unified member registry
- Each department with its role and view
- Members follow their request online
The platform
Two entrances, one flow.
Each user enters their own space, with the information and actions that concern them.
Admin Panel
Staff and officers manage, validate and approve by role, with live metrics.
- Case management and routing
- Validation and approval by role
- Unified member registry
- Live metrics and reports
- 1 The organization
Sets up the process
Defines what data and documents are required, and the steps to follow.
- 2 The member
Starts it online
Fills in the form and uploads the documents from their device.
- 3 The organization
Handles it
The team reviews, validates, delegates and resolves. Everything is logged.
- 4 The member
Follows the status
Sees the stage at any time and gets automatic notifications.
Every status change is logged and automatically notifies the member.
Processes
You define the processes.
Each organization can configure its own workflows from the panel, defining the required data, documentation, and the departments through which each process flows. No waiting on us or on new development. Here are some typical examples:
New member
Documentation, validation and board approval.
Certificates and statements
Current professional license, clearance and professional certificates.
Claims and inquiries
A formal channel with tracking. The right department responds.
Roles and traceability
Everyone sees and does what is theirs.
Users are grouped by department, each with its own panel and permissions. And every move is logged: who did what and when.
Members
Start requests, upload documents and follow their cases.
Front desk
Receives requests, validates documentation and delegates them to the right department.
Administrative office
Updates the registry and issues certificates and statements.
Board
Approves enrollments, subsidies and resolutions, with owner and date logged.
- Documentation validated, delegated to the Board.
- Checked ID and license. No remarks.
- Uploaded license and professional degree.
- Started the enrollment request.
Illustrative example.
An expandable structure: new departments, internal committees or branches are added from the admin panel.
Rollout
From sign-off to go-live in 4 weeks.
- Week 1
Discovery
We map each process, its data, documents and the steps it must follow.
- Week 2
Setup
We load the flows into the platform, with adjustments based on your feedback.
- Week 3
Training
We train the team on how to use the admin panel.
- Week 4
Go live
Production launch, close support and final tweaks.
4 weeks To production
100% Supported by our own team