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Handling Mail From Unverified Customers

To help you keep track of customers who have not yet completed the verification process, we refer to them as unverified customers

You can easily identify them in your customer list by looking for the red triangle next to their name, or by filtering them out in the Applications tab under Customers from the top menu of your portal. 

What do you do when you receive mail from an Unverified customer?


When you receive mail from an unverified customer, we recommend taking the following steps to ensure a smooth verification process. 

  • Firstly, we suggest reaching out to the customer by phone to inform them that you have received their mail, but they have not completed the verification process. 

  • It's important to keep the mail item for at least 24 hours before returning it to the post office. 

  • Next, you can direct the customer to log in to their portal and click on the blue Complete Verification button. 

  • From there, they can follow the instructions and consider having their documents notarized online for a faster transaction.

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