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Beth, a client services representative at ABC Financial Advisors, simplifies the process of onboarding a new customer by collecting a power of attorney electronically using docHubd for business. Previously, she would have to email the document and wait weeks for it to return. Now, she can send the notarization electronically, allowing clients to complete it online in minutes, which saves time for both ABC and the clients. Upon signing in, Beth accesses the dashboard displaying the status of all transactions. For new transactions, she can upload documents or utilize templates, entering essential customer details like name, email, and internal account number, along with a custom message for the email. This streamlines the process significantly.
