Document Types
What is a "Fillable Document"?
A Workflow that requires the team member to create the letter/enter information for the customer.
Third Party needs to send a Death Certificate.
You can use the Document Request > Probate/DeathCertificate/Executor of Estate Workflow.
Customer needs an abatement for Property Tax and is having issues. Is there a document to help with this?
Yes! The Property Tax Abatement informational document.
The Interest Paid letter is in Lightico.
True
What is an "Informational Document"?
These documents are informational and contain no personal information.
Confirm the email and phone number is accurate, confirm you have invited the customer after sending the Workflow, confirm if they have any blocks for texts or emails.
Customer didn't receive their lease title because the odometer statement is missing.
Send the Odometer Statement Workflow.
You can only use email method for customers with a registered MyAccount email.
False; Use the PIN process!
What is a "Document Request"
This is a Workflow in which the customer can include an attachment, allowing them to send us any document they are trying to share.
Spouse requests an Interest Paid letter.
Create the interest paid letter and send to the spouse.
Customer didn't receive their lease title because they didn't complete and return the Lease Purchase Documents
Send the Lease Purchase Document packet
All documents in Lightico automatically imaged.
False. Review the folder name and document disclaimer.
What is a Form?
These documents require the customer to fill out/complete something.
Use the Document Request feature to obtain the POCF and complete the process for the customer.
Customer is requesting a document confirming their account is paid off.
Send the Zero Balance letter.
I should manually image all documents just in case it does not upload.
False. This creates backlogs and duplicate requests. This may also result in a QC fail.
What type of document is the Zero Balance Letter?
Fillable
Customer wants a copy of their contract.
Send the contract to the customer via the Attachment feature.
Customer wants to a quote for the total amount of their lease obligation remaining.
Send the Lease Remaining Payments letter.
After completing a request in Lightico, you should end the session.
False. Leave it open so the customer can access the document and it will automatically close after 7 days.