What is AMS
AMS (Application Management System) is a multi-tenant underwriting platform that helps organizations manage applicants, applications, documents, templates, and team members.
Who is it for?
| User Type | Role | What they do |
|---|---|---|
| Organization Admin | OWNER / ADMIN | Set up the org, configure templates, manage users and clients |
| Team Member | MANAGER / MEMBER | Process applications, review documents, communicate with clients |
| Client | CLIENT | Submit documents, track application status, respond to requests |
Core capabilities
- Application management — Create and track applications through configurable workflows
- Document management — Define required documents, collect uploads, review and approve
- Template-based workflows — Configure custom application types with statuses, transitions, and automated steps
- Client portal — Clients receive invitations, share their profile, and submit documents
- Comments & messaging — Internal (staff-only) and external (client-visible) communication threads
- Role-based access — Granular permissions from OWNER down to CLIENT
Next steps
- Core Concepts — understand the entity model
- Quick Start — get your organization running
- Domain Reference — detailed business rules for developers and AI agents