Creating a Remote Agreement
If you are setting up an agreement for a customer who is not present, you need to select the option to create a remote agreement. Under the create tab, select create remote finance application.
This will bring you to a page where you need to enter the customer's email address.
You will now need to enter the customer's details. You are asked if you want to pre-populate the address fields for the customer as well as whether you want to include additional data for the customer - this is entirely your choice. The more data that is completed the easier it will be for the customer. If you do not, simply select "no". If you do this, you will move on to the next step.
If you would like to pre-populate the address fields, select "Yes". Enter the customers postcode and select the first line of their address in the box below
Once you have selected the first line of the address you will need to select the "Click here to get address" button which will fill the rest of the address in. You will then be required to enter the year and month that the customer moved into their current address, if they have been at their current address for less than two years you will be required to submit their previous address as well.
If you would like more information included, select "yes". Once you have entered the details, it will move you on to the next step.
Next, you will need to enter information about the product that the customer is purchasing, including the price and payment schedule. You have the option to select the first payment date or leave it for the customer to choose. Please note that the first payment must be scheduled for at least 10 working days in the future, however, if the customer has not signed the agreement by 10 working days before the first payment the agreement will expire.
Once this has been done, you will receive confirmation that the agreement has been sent to the customer to sign, along with their username and password.
At this stage, you will be able to see a list of your remote agreements in your account. Whilst the agreement remains unsigned, it will show as unsigned. You will also be able to edit the agreement at any time before it has been signed. For more details on how to edit an agreement, click here.
Once the customer has signed the agreement, you will receive notification and the status will be updated on the system. You will no longer be able to edit the agreement.