Collaborate on Docs. In Real Time.
Eliminate customer doubt. Co-review and mark up documents with your customers in real time.
How Shared Review Works
Agent shares a document with your customer for in-call review.
Agent and customer can zoom in and mark up specific parts of the document to clarify queries collaboratively.
The customer’s query is resolved.
Born For Mobile Completion
Real-time, in-channel collaboration ensures all sales and service queries are resolved quickly.
At the Speed of Lightico
“A user-friendly way to handle the heavy lifting of getting your contracts sorted!”
The Digital Completion Cloud
Digitally Complete Entire Customer Journeys
Put an end to long and painful customer journeys.
From eSigning forms, verifying ID, adding supporting docs, and more, customers breeze through the process, freeing up your agents to sell more and make your business more efficient.
Build Shared Review into
Combine shared review with other completion capabilities to create the perfect workflow for any business logic. Automated processes, completely code-free.
Simple Shared Review. More Completion.
Higher Completion Rates
Guided reviews of policies, contracts and agreements, ensures that customer questions are resolved and intent is realized.
Reduced Cancellation Rate
Customers are less likely to regret their purchase, post-call due to informed contracting and consent.
Improved FCR and TAT
Real-time, in-channel, collaboration ensures all sales and service queries are resolved quickly.
Higher Customer Satisfaction
Agent-customer collaboration improves the overall experience, giving customers confidence in the brand.
Simplify business for everyone, for millennials who are used to doing everything from their cell phones and for the elderly who may need additional visual assistance on in-call.
Lightico’s shared review solution can be quickly and easily integrated into your existing workflows, CRM, agent toolbars and third-party business applications through open APIs.
More Shared Review Resources
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Getting your borrowers to complete ACH authorization so that the borrower can make automatic recurring…Read More
"Great tool to expedite customer service"The most helpful thing about Lightico is the fast turnaround time, The upside is that you are giving your customer an easy way to respond quickly and efficiently. Lightico has cut work and waiting time as you can send customer forms via text and get them back quickly, very convenient for both parties.
"Great Service and Product"I love the fact that I can send or request documents from a customer and it is easy to get the documents back in a secured site via text message. Our company switched from Docusign to Lightico, as Lightico is easier and more convenient than Docusign, as the customer can choose between receiving a text message or an email.
Start Completing at the Speed of Lightico
Instant eSignatures, Payments, Document Collection & More