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. If the customer hasn't used us before you will need to select a username for the customer. If the customer has used us before you will not be asked to create one. You are asked 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 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. The first payment date must be set at least 7 days after the customer has signed the agreement. If the agreement has not been signed and the direct debit is due to come out in less than 7 days, the agreement will expire. Therefore we recommend that if you are setting the date it is at least 14 days in the future to allow the customer to complete the agreement before it expires.

You can now decide what additional information you require, if any, from the customer. The more information you have, the better understanding you will have of the customer's circumstances and whether they are able to afford their purchase.

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.