Permitting & Licensing Accelerator

Principal workflows

• Guided application: Applicants answer plain-language questions about their project or business, and the wizard tells them which permit or license applies, what documents to upload and the fees.
• Intake: Staff see complete applications in one queue, with anything missing flagged and returned to the applicant online.
• Review: Plans route to reviewers by discipline at the same time. Comments go back to the applicant, and resubmittals are compared against the previous round.
• Inspect and issue: Inspections are requested online and recorded on a phone or tablet in the field. Permits and licenses are issued, and renewals are reminded and processed online.

Who uses it

• Residents, contractors and businesses applying for permits and licenses
• Permit technicians and licensing clerks at the counter and online
• Plan reviewers in building, zoning, fire, engineering and health
• Inspectors working in the field
• Department directors and managers who report on workload and service

Reporting

• Applications received, issued and pending by permit type
• Time in each step, by department and reviewer
• Review rounds per application, to show where corrections cluster
• Inspection volumes, results and re-inspections by inspector and area
• Fees collected by fee code, ready for reconciliation with finance
• Licenses due for renewal and lapsed

Features

• Applicant wizard: Questions and requirements configured from your codes and fee schedules, written in plain language.
• Address and parcel lookup: Addresses validated against your GIS, with zoning and overlay information shown to applicants and staff.
• Completeness checks: Required documents and information checked before an application reaches staff.
• Fee calculation: Fees calculated from your schedule, including valuation-based and per-unit fees, with staff able to adjust with a reason.
• Online payment: Fees paid online through your existing payment processor, with receipts recorded against the application.
• Parallel review: Building, zoning, fire and other disciplines review at once, with one set of comments to the applicant.
• Resubmittal comparison: Reviewers see which documents changed between rounds and which comments are still open.
• Conditions of approval: Standard and custom conditions attached to permits and printed on the issued document.
• Field inspections: Inspection requests, scheduling and results recorded on mobile devices, with photos and checklists.
• License renewals: Renewal reminders, online renewal applications and expiry tracking for business and trade licenses.
• Applicant status page: Applicants follow their application online, which cuts down status calls and counter visits.
• Configurable notifications: Email notices to applicants and staff at each step, with wording your department controls.

Integrations

• GIS and parcels: Parcel, zoning and address data from your GIS services, such as Esri ArcGIS.
• Payments: Your existing payment processor for card and electronic payments.
• Finance system: Fee revenue passed to your general ledger or cashiering system.
• Land-management or legacy permitting system: Records exchanged with an existing system you keep, or history migrated from one you retire.
• Records management: Issued permits, plans and decisions sent to your records system under your retention schedules.
• Electronic plan review: A dedicated plan-markup tool can be integrated for detailed drawing review.
• Staff sign-in: Single sign-on for staff through your identity provider.
• Work API: Application, review and inspection data available to your reporting and open-data tools.

Deployment

• Moraph cloud: Hosted by Moraph in the United States region.
• Dedicated environment: Single-tenant hosting where your policies require it, scoped in the proposal.
• Phased by department: Departments or permit types can go live in stages, starting with those that gain most from online applications.
• With a managed service: Optionally run with a Moraph managed service for configuration changes, such as new fees or permit types, and platform administration.

Security and privacy

• Separate access for applicants and staff: Applicants see only their own applications; staff see what their role allows, and every access is checked on each request.
• Staff single sign-on: Staff sign in through your identity provider, so your own sign-in and multi-factor policies apply.
• Encryption: Application data and documents are encrypted, with keys Moraph staff cannot use without explicit, time-bound authorization.
• No card data held: Payments are taken on your processor's payment page. Moraph does not store card details, hold funds or move money.
• Audit trail: Every submission, decision, fee change and status change recorded with who made it and when, for public-records requests and audits.
• Company-wide assurance: Operated under the controls covered by Moraph's SOC 2 Type II report and ISO/IEC 27001 certification, described in the Trust Center.

Limitations

• The wizard is only as accurate as the rules configured from your codes and fee schedules, which your staff maintain after go-live.
• Payments go through your existing payment processor. Moraph does not hold or transfer funds.
• Reviewers comment within the Accelerator; detailed markup of large-format drawings needs an electronic plan-review tool, which can be integrated.
• It does not interpret codes or make approval decisions. Reviewers and inspectors decide.
• It does not replace your GIS. Parcel and zoning data are read from your GIS and must be kept current there.
• Code enforcement cases, complaints and violations are not included. The 311 Omni-Channel Citizen Intake product handles requests from residents.
• Applicants need an email address to apply online. Counter staff can enter applications on behalf of people who cannot or prefer not to apply online.
• Migration of historical records depends on the condition of your existing data. Older records may be referenced rather than fully migrated.

Next steps

Book a demonstration or a technical briefing at www.moraph.com/solutions/permitting-licensing-accelerator. Purchasing routes and company information: www.moraph.com/how-to-buy.