Overview

The Onboarding Kit provides brokers with a centralised way to send onboarding documents to clients. The goal is to simplify the onboarding process by allowing commonly used documents and requests to be sent from a single location.

What's New

The following capabilities have been added to the Onboarding Kit:

• Send the Privacy Document directly to clients.
• Send a Document Request Link.
• Select which Document Request Template to use before sending.

The Document Request functionality uses the same process as the existing Document Request feature within Effi.

How It Works

1. Open the Onboarding Kit for the lead.
2. Choose to send the required onboarding documents.
3. Select whether to send:
   • Privacy Document
   • Document Request Link
4. If sending a Document Request Link, choose the appropriate Document Request Template.
5. Send the documents to the client.

Document Request Templates

When sending a Document Request Link, brokers can choose from their existing Document Request templates.

This behaves the same way as the current Document Request feature, ensuring consistency with existing workflows.

Support Notes

• The Document Request Link uses the existing Document Request functionality.
• Existing Document Request templates remain supported.
• No changes are required to existing Document Request templates.
• This enhancement simply makes the functionality available directly within the Onboarding Kit.

Expected Benefits

• Reduces the number of steps required during client onboarding.
• Provides a single location for sending onboarding documentation.
• Reuses existing Document Request templates, ensuring a familiar experience for brokers.
• Streamlines the onboarding workflow.