Real-Time Document Collection

Accelerate Document Collection Processes

Collect Documents &
Stipulations On-The-Spot

Lightico’s document collection simplifies 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 document, stip or ID in real-time without chasing for emails, scans and uploads.

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Anywhere

Users 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 user 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 users’ documents are safe. There is no risk for wrong emails, lost mail, or other leakages.

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Agent-Guided

Agents guide users to avoid any 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

Lightico’s document collection makes it easy and convenient for users to submit required documents. In exchange, 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 document collection, all documents are stored in one place with a full audit trail.

See Other Lightico Products:

eSignatureseFormsID VerificationInstant Consent Secure PaymentsDynamic Order Configuration