eApplication Best Practice Workflow (with eSignatures). Possible Entry Points. Agent emails to customer for completion. Agent accesses editable application via Web and saves locally . or. Customer completes and signs application electronically and forwards to agent via email.
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Possible Entry Points
Agent emails to
editable application via
Web and saves locally.
Customer completes and
and forwards to agent via email.
Agent reviews for
Agent has eApplication
Agent sends back to customer to complete / correct
application via Web and
Agent emails completed application to
branch via branch electronic Mailbox.
Updated December 2005
Branch receives electronic application acknowledges receipt.
Application emailed to
Branch beginsthe clearanceprocess.
Branch emails application back to agent requesting missinginformation and/or
corrections to esignatures.
* IsApplicationComplete and Valid?
Branch continuesclearance and
processes application.Note: (eApp is filed into CUW as Published)
*A complete Application includes:
Note: attachments for eApplications can be routed via fax, e-mail, and/or regular mail.