The Document Check & Sign Up Service

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Geoffrey Roberts
8 years ago
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1 The Document Check & Sign Up Service About Our Service Our Services Collect a Case offer home visit appointments to a wide variety of companies spanning financial, legal and claims management. We can offer one of our standard services or any type of bespoke collection as per your individual requirements. We would typically expect to collect 2-5 signature documents, check and collect supporting documents such as bank statements, payslips or creditor documents and also validate primary identification like a passport or driving licence. Financial, Legal and Claims Management Sign Ups Our market leading bespoke booking software, C.A.B.S. allows the user to book appointment times anywhere in mainland UK and even lets you tell your customer the name of the representative that will be calling. We have helped companies increase their sales conversion rates from around 35% on postal applications to over 90% with our services. Utilising a collection company can be an essential part of your sales process to enable you to get your packs back quickly. If you have requirements for a more basic collection or even a more in depth appointment then this can usually be catered for and our fees would reflect the level of work involved. We offer our document services to a range of industries with our specially trained staff: Loan & Mortgage Applications Debt Management Packs Your case may need to be signed and returned in under 24 hours so it is imperative that you book quick so that your documents can be signed and returned promptly. You can take advantage of our national network of professional agents who can visit your clients in their own home to sign documents and return to your once for processing. IVA Applications CFA sign up PPI Reclaims Bespoke to your needs

2 Digital Signatures CC-GO! Mobile Application And Digital Signature Platform Collect a Case are extremely proud to announce the launch of our new CC-GO! Mobile application and digital signatures, taking document collection to new levels. This allows the hands on approach to every aspect of document collection, whether it be an instant document upload or digital signatures. This enables our Collect a Case field agents to react instantaneously to accept jobs, update cases and access a step by step document check list. The introduction of digital signatures means they are easily transportable, cannot be imitated and can be automatically time-stamped. This adds efficiency and new interfacing technology to the appointment. All of which add the effective and instant interaction that is desperately lacking in the services offered by other document collection companies. Businesses across the UK are moving with the times and beginning to use digital signatures; our app allows us to move with them. The digital world is fast paced and we re embracing it, this makes us proud that we re pushing boundaries and taking Collect a Case to new digital platforms. This method of working also eliminates paper-related expenses, increases security and reduces your carbon footprint. Digital signatures are improving conversion rates, significantly decreasing turnaround times and increasing client satisfaction making Collect a Case the number one document collection service to use.

3 The Benefits We Bring To Your Business Rep vs Post More Benefits By utilising the services of a document collection service you can free up time taken by your key sales force in chasing applications and also reduce wastage from producing and posting application packs that never stood a chance of coming back. Typically we would expect to see an increase in return rates of applications from around 35% on postal applications to up to 90% by using our check and collect service. We can help increase conversion rates in all manner of ways. Seasonal and business trends need never effect your business again! Using our services means that you will no longer need to fork out for holiday pay, cover salaries when staff are not sitting appointments or run expensive fleet insurance policies. Collect a Case eliminates all these unnecessary costs and yet leaves you with the safe knowledge that the individual that is visiting your client on your behalf will present themselves and your company as if they were working directly for you. If you require legal documents signing, secured or unsecured loan documents completing, mortgage application sign up, IVA and DMP document check and sign, CFA s or PPI claim collections virtual estate agent photo and measure or any other type of home visit collection, then we can work with you to obtain the best possible return rate for your applications.

4 Our System Explained We have developed a full appointment management system that will allow you to book your own appointments in real time and will even tell you the name of the agent that will be visiting your client. From this platform you can also complete the following: Track The Status Of Your Appointment Add Documents For The Agent To Print Add Reminders And Tasks For Either You Or Us Communicate Directly With The Attending Agent Cancel Appointments And Add New Times Produce Detailed Reports By Advisor, Team Or Company Manage Your Users View Company Invoices And Maintain Your Document Library

5 What People Say About Us We started to use the services of collection companies some time back but found that inexperienced agents simply could not conduct themselves in a professional manner in the home appointments, we were left with the decision of either using a standard courier service or face the daunting task to build our own team of field reps. As we were only generating enough appointments to keep 2 or possibly 3 agents busy on a full time basis there was no way we could offer a true nationwide service within acceptable time scales. We instructed the services of Collect a Case as a last bid attempt to increase our conversion rate and have never looked back since. The packs are complete, the appointments are sat on time and we are kept informed all of the way. I wouldn t think twice about recommending their service. Collect a Case have helped us not only increase our sales figures but have given our company a Professional face. Our clients have benefited tremendously and there have been a number of occasions where we would have definitely lost the deal had it not been for the quick thinking of the representative. They will go the extra mile in ensuring that the deal is collected, even if it means driving the client around town to collect required documents, arranging for revised documents to be ed and printed or even informing us of missing documents that would be needed to complete the application. Without the combined knowledge of the agents none of this would be possible.

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