What if my customer fails the validation process?

If a customer fails the validation process they will be locked out of their documents and will be advised to contact you to help them resolve this. The proposal will be held in a queue along with some information to let our team know what’s caused the error. One of our team will then either reprocess the proposal to correct any errors, or they can trigger the documents to be re-sent, which gives the customer another opportunity to complete this step. If the customer is uncomfortable with the digital journey, they can use the wet sign process instead.