Activating Self-Serve

Activating Self-Service

Once the application is completed, the applicant has access to their self-serve portal to stay informed of where the application is in the process. Furthermore, during the process, automatic communications are sent to the applicant alerting them to login into to self-serve and take appropriate actions to further their applications.

The example below demonstrates how you select the information that has not been included in the initial application. The missing items are selected within the workflow stage and then an email is automatically created that includes text relating to the missing items and the URL self-serve link to the portal.

This is an example of the e-mail, showing the URL ink to the self-serve portal