When the customer chooses to sign on your mobile device, we will be asking the customer to confirm the signing via an email. This is being put into place to protect the creditability of our dealers and to ensure the customer is fully aware of the application process.
The process remains the same on the Sign on this Device from a Dealer/Customer at home experience.
What’s new!
An email will now be sent to the customer, asking the customer to confirm the signing of the Payment Plan Agreement on your device. You’ll have full visual of where the customer is at with the confirmation process.
Should the customer decline and after connecting with the customer, you can always re-submit the deal for signing again, with the option to Send for Signature or Sign on this Device.
If the customer forget to confirm, the customer will receive a reminder email and you’ll also see the below status.
The Customer Experience
The customer will select Confirm or Decline for the signing of the Payment Plan Agreement.
If the customer confirms:
If the customer decline, they will be presented with an alert and will be required to click Decline again to confirm.
If the customer tries to go back and re-select the options, the customer will be presented with the below alert.
Have a question or concern, please connect with one of our team members and we will be happy to assist. Thank you.