¶ E-Signature
PremFina eSign Live Self-Service Portal is a platform which enables brokers to present customers with a legally binding Credit Agreement for e-Signature.
This guide will detail three processes customer can take to sign their Credit Agreement.
- E-Sig Fast Track
- E-Sig Two Stage Authentication process
- Manually signed Credit Agreement - ‘eDocuments’
¶ E-Sig Fast Track
The new E-Sig fast track is the newest addition to PremFina Journey. After customer purchasing insurance from the brokers and the agreement is now activated within the PremFina platform.
PremFina will send out a automated welcome pack. Along with this, Customers will also receive another email with a unique link/button asking them to sign electronically.
If a customer ignores the mail; and do not sign on day 0, Customer will get the reminders on days 1, 4, 7, 10, & 14.
Email templates for reminders (day 1 vs day 7 and last reminder). As the reminders increase in days, the wording will be more emphasized in the importance signing the credit agreement.
The moment they click on the button ‘Go to Documents’ The customers are then taken straight to their particular credit document Online.
After signing the credit agreement customers can then proceed to create a password so that they can review their agreement later at any point in time.
¶ Manually Signed Credit Agreement - (eDocuments)
If a customer has manually signed a credit agreement (hard-copy) below are the steps detailing how to upload the agreement on to the customers agreement file through the portal.
Once you have input the customer agreement through the PremFina portal.
Under the servicing tabs select ‘eDocuments’
‘Document type’ Select manually signed credit agreement - Choose the file saved on your desktop. And click on Submit.
