Your customers
- Students and parents
- Spouses of students and workers abroad
- Parents visiting children abroad (visitor visa)
- People needing passport or PCC help
Professional and business services · Services
MatruOS for a visa, passport & immigration consultant
Set up the way a visa, passport & immigration consultant runs: staged file charges from families (registration, on offer letter, on visa filing); college commissions on enrolled students paid through aggregators; referral income from forex, GIC, education loans, travel insurance and air tickets; visitor visa, spouse visa and passport or PCC help fees. Routines, workflows, registers, licences and an AI team that knows the work are ready when you sign up.
Ready when you sign up
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What this solves
What a visa, passport & immigration consultant deals with today, and what MatruOS sets up for it
Today
Leads from ads and walk-ins go cold because nobody calls back within a day. Files get stuck on one missing paper and miss the intake.
In MatruOS
MatruOS sets up 8 routines, 2 workflows, 3 registers and 7 licences for a visa, passport & immigration consultant, with an AI team that reads your own records and prepares the work.
What changes
The right person is reminded at the right time, approvals wait for whoever decides, and every licence has a renewal reminder. Anything that sends, pays, signs, files or deletes waits for a person's approval.
Where you sit
MatruOS starts from how your business earns
Who you sell to, who you buy from, how credit moves and where you sit in the chain decide how your screens, reminders and reports are set up.
- Student or family
- consultant
- aggregator or college and visa application centre
- embassy or high commission decision
Your suppliers
- University application aggregators
- Colleges abroad
- Visa application centres
- Translators, notaries and attestation agents
- CAs (bank balance and ITR papers)
- Education loan banks and NBFCs
- Forex dealers
- IELTS and PTE test centres
Credit and cash
Families pay in advance by stage, no credit; refund rules on refusal written in the agreement (often registration fee non-refundable); colleges pay commission after the census date, through the aggregator, 60-180 days after the invoice
Cash comes in with the intakes: registration fees Feb-Jun and Aug-Oct, filing fees when offers arrive; commission cash comes 3-9 months after enrolment; salaries and office rent are paid every month, so the lean months (Nov-Jan for the September intake shops) run on the commission receipts
Your screens use your words
CustomerStudent or applicantOrderFileItemVisa fileInvoiceFee receiptSupplierAggregator or collegequoteFee structure
How it works
How MatruOS is set up for a visa, passport & immigration consultant
Set-up takes a few minutes. After that, you change only what is different in your business.
- Describe the business in one lineFor example "Visa, passport & immigration consultant", typed when you sign up.
- Recognised as a visa, passport & immigration consultantRoutines, workflows, registers, items, licences and the AI team for this trade are set up for you.
- Bring your dataCustomers, items and balances come across from Zoho Books, Vyapar, Excel and others. For Tally, our team helps you move the data while Tally import is checked on the live app.
- Approve and runThe AI team prepares the routine work. A person approves anything that sends, pays, signs, files or deletes.
Your AI team
What the AI team does for a visa, passport & immigration consultant
Each job goes to a member of your AI team. It reads your own records and prepares the work. Anything that sends, pays, signs, files or deletes waits for a person's approval.
Lists each day's leads to call, drafts a message per lead in Gujarati, Punjabi, Hindi or English with the next deadline and documents needed, and marks leads cold after three tries
Asks you before sending
Builds the document list for each country and visa type, shows what is missing per file, flags passport expiry and name mismatches, and drafts the reminder to the family
Asks you before sending
Finds enrolled students not yet invoiced, prepares commission invoices, and lists unpaid claims older than 90 days with a chase note
Asks you before sending
Prepares the intake calendar, seminar invites and social posts, and lists last intake's unconverted leads to re-contact
Asks you before sending
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How you run
Your routines, already on a timetable
Each routine has a time, a person and its steps with the checks that matter. MatruOS reminds the right person and keeps the record. Open one to see its steps.
Every day
10:00 amCall and message new and warm leads
- 1Call every new enquiry from yesterday's ads and walk-ins within 24 hours
- 2Message warm leads about the next intake deadline and the documents needed
- 3Book counselling slots and mark the lead hot, warm or cold
11:30 amChase pending documents and check each file against its checklist
- 1Open files with missing papers and send each family its own list
- 2Check passport validity covers the whole course plus 6 months
- 3Check name and date of birth match on passport, mark sheets and test report
4:00 pmCheck college portals, visa portal and appointment slots
- 1Check aggregator and college portals for offers, conditions and deferrals
- 2Check visa accounts for biometric instruction letters, medical requests and decisions
- 3Tell families the same day and update the file status
Every week
Mon 9:30 amWeekly file review with owner (every open file)
- 1Go through files due to be filed this week and those stuck more than 7 days
- 2Decide what to do on each refusal: reapply, change country or refund
- 3Check counsellor conversions: enquiries, registrations, files filed
Every month
5thRaise and chase college commission claims
- 1List students past the census date and not yet invoiced
- 2Raise the commission invoice to the aggregator or college
- 3Chase invoices unpaid after 90 days
10thFee receipts, refunds and GST return
- 1Tally fee receipts with UPI and bank statements
- 2Pay out approved refunds and note them against the file
- 3Send sales and purchase data for GSTR-1 by the 11th
Every year
MarYear-end close and policy updates
- 1Close the year's books; reconcile commissions received against students enrolled
- 2Update fee structure and refund rules for the new year
- 3Renew aggregator agreements and the state licence where one applies
Workflows
Each stage goes to the person who handles it
Work passes stage by stage to the right person. Stages marked for approval wait for the person who decides.
Study visa file from enquiry to visa
- 1Enquiry and counselling
- 2Registration fee paid
- 3Applied to colleges
- 4Offer received and tuition paid
- 5Funds proof and GIC ready
- 6Family checks and signs the fileNeeds approval
- 7Biometrics and file submitted
- 8Decision and pre-departure briefing
College commission from enrolment to cash
- 1Student enrolled and census date passed
- 2Invoice raised
- 3Owner approves any dispute or write-offNeeds approval
- 4Payment received
Registers and SOPs
Your registers and standards
Registers hold the fields this trade records. SOPs carry the steps and checks, so work is done the same way every time.
Applicant files
Fee receipts
College commission claims
Document genuineness and funds proof
Never file a fake or weak document; a misrepresentation finding bars the student and harms every other file
Passport and PCC application
Get the form right first time; the applicant attends the appointment personally
Items and licences
Your first bill is right, and no licence lapses
Starter items arrive with unit, HSN and GST rate. The registrations this business usually needs are listed with a reminder before each one expires.
| Item | HSN | GST |
|---|---|---|
| Study visa file (Canada or Australia) | 998559 | 18% |
| Study visa file (UK or Ireland) | 998559 | 18% |
| University application service (per college) | 998559 | 18% |
| Statement of purpose writing | 998559 | 18% |
| Visitor visa file | 998559 | 18% |
| Spouse or dependant visa file | 998559 | 18% |
| Passport application help (service charge) | 998559 | 18% |
| Police clearance certificate help | 998559 | 18% |
| College commission (foreign institution) | 998559 | 0% |
| Forex and travel insurance referral commission | 998599 | 18% |
- GST registration
- Udyam (MSME) registration
- Shops and Establishments registration
- Professional tax registration
- Overseas recruiting agent licenceIf it applies
- IATA accreditationIf it applies
- Coaching centre registrationIf it applies
Your people
The people who run it, each with their own login
Each person sees the screens and reminders for the work they do.
OwnerSets fee structure, handles refusals and difficult parents, signs aggregator agreements, chases commissions.
CounsellorWalk-in counselling, college shortlist, follows up leads, collects fees.
Documentation executiveDocument checklist, college applications, visa forms, biometrics booking, file submission.
Front desk and tele-callerCalls new leads, books counselling slots, updates students on status.
Accountant (part-time)Fee receipts, GST return, commission invoices, refunds.
Not covered yet
- Sending messages, bills and reminders on WhatsApp from MatruOS is not live yet. Today they go by link, QR code or email, and from your own phone in one tap.
- Live bank and UPI feeds are not connected yet. Upload a bank statement and MatruOS reads it into payments for you to confirm.
Questions people ask
How long does it take to set up MatruOS for a visa, passport & immigration consultant?
Type one line about your business when you sign up, for example "Visa, passport & immigration consultant". MatruOS picks this business type and sets up everything on this page in a few minutes. You then get a 7-day free trial, no card needed.
Do I have to type all of this in?
No. The routines, workflows, registers, items, licences and AI team on this page arrive already set up. You change what is different in your business, and bring your customers, items and balances from Zoho Books, Vyapar, Excel and others, with our team's help for Tally data.
Can I change the routines and workflows?
Yes. Every routine, workflow, register and SOP is yours to rename, retime, switch off or add to. MatruOS keeps the rest of the system in step with your changes.
What does the AI team do without asking me?
It runs routine checks and prepares drafts. Anything that sends, pays, signs, files or deletes waits for a person's approval. The one exception you can choose is payment reminders, which go out on their own once you have checked them and switched them on.
Professional and business services
Other services in professional and business services
Run a visa, passport & immigration consultant on one system Set up for your trade when you sign up.
Describe your business once. MatruOS sets up your apps, brings in your data and puts Muni and the AI team to work, with your approval on every step that matters. 7-day free trial, no card needed.
See plans and what each includes