Case Description:
Customer asking for Mortgage certificate
Resolution:
Mortgage certificates can now be downloaded directly from the Admin portal with no need to get the LPO from the CX.
We collect the LPO and raise the request to L2 only in case the generated mortgage certificate was incorrect (wrong value, bank name,..)
Watania: CXs will have the option to download the mortgage certificate directly after policy purchase, mortgage certificate will be stamped
NGI (National general insurance): if cx wants the physical stamped copy, we need to raise L2 request first as they need to inform the I before the CX can go and collect the certificate.
If the original physical certificate is requested, advise the CX to visit the nearest IC branch to get it.
You can provide the CX with the nearest IC branch/number as per the website
Methaq : Mortgage certificate can be taken only from the insurance company,you can not download it from the admin.