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.
How Remote F&I Document Collection Works
Customer receives a text message which opens a secure collaboration room.
Agent requests specific documents and stipulations.
Customer snaps and submits a photo of the documents using their cellphone camera.
Documents are securely stored with the rest of the customer records in CRM.
Features & Benefits
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 Remote F&I'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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Can Impact Your Business
Accelerate Sales & Service 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.
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.
Make Compliance Easy
Reduce the risk of losing original documents sent by mail and scanned documents being sent to spam filters. With Remote F&I, all collected documents are stored in one place with a full audit trail.
Schedule Your Live Demo
Instant eSignatures, Payments, Document Collection & More.
