Notify clients of verification requests and update records
Notify clients of verification requests and update records
Your verification requests sit without client notice when record status changes, causing delays. You get prompt client notifications and updated records so documents arrive faster, often same day.
Overview
Manual verification outreach wastes time and delays enrollments; this flow fixes that by contacting clients immediately when a record status changes. Your office manager gets confirmations and records are updated so required documents arrive, often same day.