Real-Time Document Collection

Accelerate Document Collection Processes

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Collect Documents &
Stipulations On-The-Spot

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

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Features & Benefits

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Instant

Collect any customer document, stip or ID in real-time without chasing for emails, scans and uploads.

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Anywhere

Customers can snap and submit any document quickly and conveniently from wherever they are.

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Workflow-Based

Automated, dynamic workflows ensure that the correct documents are requested from the customer based on their purchase or service need to simplify agent processes.

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Integrated

Integrates into your existing workflows, CRM, agent toolbars and third-party business applications quickly and easily using Lightico’s API for a seamless experience.

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Secure and Compliant

Documents are collected via a secure, encrypted session and stored securely in the company CRM to ensure that your customer’s documents are safe. There is no risk for wrong emails, lost mail or other leakage.

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Agent-Guided

Agents guide customers to avoid any customer confusion and errors that can harm completion rates.

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How Lightico Document Collection
Can Impact Your Business

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Accelerate Cycle
Times

By making it easy and convenient for customers to submit required documents, businesses lower the risk of incomplete applications and losing prospects during sales processes. This increases sales closure rates and removes customer frustration.

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Improve NPS and
Simplify Onboarding

Remove the frustration of cumbersome scanning, printing, emailing and in-person visits that often slow onboarding processes. Deliver the ease and convenience that your customers expect on their favorite device.

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Make Compliance
Easy

Reduce the risk of losing original documents sent by mail and scanned documents being sent to spam filters. With Lightico, all collected documents are stored in one place with a full audit trail.

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