The first step for an LPS is to check and download all the documents that the clients sends via client center. This can be accessed via mercury.Â
Please go to specific opportunity > doc request > new request > Approve documents > select all the documents we receive there > approve selected.
This causes all the documents to drop in the attachment section of that opportunity. Select all the new documents from there, click on download. It then downloads a file on your laptop, please extract the docs and save it to the relevant folder (for new clients, if an existing folder is not there - please create a new folder).
Once docs have been saved in the client's folder, please relabel all the documents as per our format (can be found in the next page) and amend mercury to change necessary details from the received documents.
Then go back to the doc request link in the mercury, check if all the requested documents have been received from doc request > new request > requested documents. If anything looks to be missing, please send the list of the missing docs in the email to broker/team leader otherwise send an email saying all documents received, please run servicing to either team leader/broker.