We have updated our folder structure to allow for placing documents into the correct folder so it can be directed to the correct department.
Enrollment Addl. Docs - For use of additional documentation identified during the validation process. ie: SSN or Address Verification
Enrollment Docs - Contracts
Sales Creditor Supporting Docs - From the
icon docs are stored here connected to the correct creditor. Sales Global/Bank Supporting Docs - Updated global doc, updated banking information.
Sales Legal Docs - Any pursuant documentation from creditor or from court to the client placed here.
