Records

Your next review is a download.

Whoever reviews your agency — an accreditation body, a partner university, a regulator or your own board — asks variations of the same five questions. Visatory records the answers as your counsellors work, so producing them later is an export rather than a fortnight of searching.

Software cannot make an agency compliant, and Visatory does not claim to. Compliance belongs to you. What this does is keep the records, with dates and names attached, so you can show your work.

What a reviewer asks for, and where it lives.

01

Governance and fees

That the agency is a real, well-run business, and that money the student sees is transparent: a fee schedule they can read, a refund policy stated plainly, and no charge that appears after the fact.

In Visatory

  • Versioned fee schedules with the refund policy attached
  • Per-student disclosure records pointing at the version they were shown
  • Staff records, roles and branch structure
  • An audit log of who changed what, and when

02

Recruitment integrity

That what the agency tells students is true. Honest marketing, institutional material used only with permission, no misrepresentation of programs or outcomes, and full accountability for what sub-agents say on your behalf.

In Visatory

  • Collateral library carrying each institution's written authorisation and its expiry
  • Program catalogue with tuition, entry requirements and an info-verified date
  • Sub-agent register with agreements, training and background-check dates
  • Commission terms recorded per institution, so disclosure is possible

03

Student and family engagement

That students and their families were properly advised before they committed and supported afterwards, that records stay confidential, and that under-18 students involve a parent or guardian.

In Visatory

  • Counselling notes recorded against the student, dated when the conversation happened
  • Consent log, and a separate disclosure log of what was actually sent and to whom
  • Guardian records, with submission blocked for a minor with no guardian on file
  • Satisfaction surveys triggered after arrival and after service

04

Institutional and partner engagement

That you have written agreements with the institutions you place students at, that those institutions are what they claim to be, and that documents submitted on a student's behalf are genuine.

In Visatory

  • Signed agreements with the template version and countersigned copy kept
  • Accreditation body and verification date on each institution, with the country's authorisation identifier
  • Provenance and an authenticity check on every document, with the method recorded
  • AI essay sessions that give feedback only, each with the student's attestation

05

Complaints and resolution

That there is a real internal process for complaints, and — the part reviewers actually read — that complaints lead to changes in how the agency works.

In Visatory

  • Complaint log with category, severity, owner and dates
  • A corrective-action field that must be filled before a complaint can be resolved
  • The full history exported in the records pack for any period

The clocks that run whether you watch them or not.

Most of what goes wrong before a review is not a decision anyone made. It is a date that passed.

Record retention

Student records are kept for a period you set, measured from the last activity on the file rather than from when it was created. The product refuses to delete a record still inside its window and tells you the date it becomes eligible.

Satisfaction records

Evidence that students and partners were happy, gathered on a trigger — after arrival, after service — so the file fills up without anyone chasing it.

Agreement expiry

Institution agreements run out. So do sub-agent agreements. Both are flagged before they lapse rather than discovered during a review.

Staff and sub-agent training

Training on ethics and on the immigration procedures being advised on. Certificates are stored with expiry dates and warned about in advance.

Program information freshness

Tuition and entry requirements change every year. A program not verified within twelve months is quoting last year's prices, and both the catalogue and the AI counsellor say so.

Passport validity

Not a records question, but the one that quietly costs a placement. Flagged six months out, urgently inside three.

See it against your own files.

Import a spreadsheet, upload a handful of real documents, and build a records pack for last quarter. That takes about twenty minutes and answers the question better than this page can.