Following feedback from advisers, we’re pleased to confirm that you can now send Terms of Business letters through DocuSign using OMS.
This new process brings several key advantages:
- Faster turnaround: Documents can be sent and signed quickly, reducing delays.
- Up-to-date documentation: The system ensures that the latest version of the Terms of Business is always used.
- Clear audit trail: There is a complete record of when the document was sent, received, and signed for compliance and accountability.
To be able to use this automated TOB, you will have first needed to have updated your fees in the loan details tab in OMS and put the case to the correct stage, full information on this is covered in the below training video.
To help you learn this new process, Member Support have prepared a training video that takes you through all the steps required to send your client a TOB via OMS. Click on Image below view.
Should you have any further questions, please do not hesitate to contact Member Support who will be happy to help. membersupport@connectmortgages.co.uk
Regards
Alan Baldwin
Director of Compliance & Operations
For any questions or queries, contact the Compliance Team
Call : 01708 676110
Email : compliance@connectmortgages.co.uk