2,000+ Service Agreements a Year in Sight for The Down Under Centre

Salesforce is central to operations at The Down Under Centre. The team uses it every day to store client data, track progress, and manage information throughout the migration journey.

The company needed immigration document generation software to issue service agreements for its visa services. Because migration is regulated, these agreements must be issued between The Down Under Centre and its clients before visa applications can be processed.

The team was looking for document and eSignature software for migration agencies that was simpler than competing tools, which they found too complex, expensive, or poorly suited to their requirements.

The solution also needed to support highly customizable documents. Service agreements can differ significantly depending on the client and visa service, while monthly document volumes also fluctuate. The Down Under Centre therefore needed flexibility, suitable APIs, and a workflow that could adapt to changing demand.

The Down Under Centre uses Titan Document Studio to generate and issue service agreements with electronic signatures for immigration documents. Clients can review and sign their agreements before the workflow returns them to Salesforce for a registered migration agent to sign.

The service agreement automation for Salesforce starts in Microsoft Word, where the team creates templates for its different service agreements. Using the Titan add-on, relevant Salesforce fields are merged into each document.

Once an agreement is generated, it is sent through Titan for the client to review and sign. The workflow then sends it to the registered migration agent for their signature. Once both parties have signed, the completed agreement is stored in Salesforce and emailed to the client, supporting The Down Under Centre’s Contract Lifecycle Management (CLM) for regulated services.

The Down Under Centre uses Salesforce document generation for migration agencies across a range of migration services. One example is the company’s skilled visa agreement automation, which includes details about the registered migration agent, the client and their family, services and fees, government fees, eSignature fields, and terms and conditions.

2,000+ Service Agreements a Year in Sight
The team uses Titan to generate customized immigration documents at changing monthly volumes. In one week alone, it sent 40 service agreements from Salesforce. If that pace were sustained, it would equal over 2k agreements per year.

Instant to 3-Day Contract Cycles
Clients can eSign visa service agreements immediately or within three days, depending on the applicant, keeping a regulated agreement process moving quickly.

9+ Agreements Active Every Day
The team typically has nine service agreements in progress each day, excluding agreements already signed or sent earlier. This supports Migration Agency Document Management across multiple active visa applications.

Reminder-Driven Follow-Ups
Salesforce reports help the team track outstanding agreements. If a client has received multiple reminders and still has not signed, the team can follow up directly, answer questions, and keep applications moving.