Real-Time Document Collection
Accelerate Document Collection Processes
Collect Documents &
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.
Features & Benefits
Collect any customer document, stip or ID in real-time without chasing for emails, scans and uploads.See it in Action
Customers can snap and submit any document quickly and conveniently from wherever they are.See it in Action
Automated, dynamic workflows ensure that the correct documents are requested from the customer based on their purchase or service need to simplify agent processes.See it in Action
Integrates into your existing workflows, CRM, agent toolbars and third-party business applications quickly and easily using Lightico’s API for a seamless experience.See it in Action
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.See it in Action
Agents guide customers to avoid any customer confusion and errors that can harm completion rates.See it in Action
How Lightico Document Collection
Can Impact Your Business
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.
Improve NPS and
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.
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.