Document Collection Overview

Collect Documents & Stipulations On-The-Spot

Simplify onboarding processes and speed cycle time by up to 80% by enabling customers to use their cell phones to easily snap and submit photos of documents such as utility bills, proof of income, passports and more in real-time.

 

How Lightico Document Collection Works

Customer receives a text message which opens a secure collaboration room.

Agent requests specific documents and stipulations.

Customer snaps and submits a photo of the documents using their cellphone camera.

Documents are securely stored with the rest of the customer records in CRM.

Was this article helpful?
1 out of 1 found this helpful