Household Package Creation with Agreement Express
The Householding functionality allows you to meet your complex client needs in one simple envelope. You can now manage and map entire households with multiple accounts and combinations of forms in one experience while minimizing the rekeying of data by using the dynamic mapping functionality. Each client will be guided through their own unique experience including joint paperwork.
The Householding functionality allows Agreement Express publishers (e.g.: Advisor or admin) to open a combination of accounts for different owners and registrations in a single Case (envelope).
Sample Use Case:
3. How do I use Householding?
The household switch allows a user to indicate if they are opening accounts for a household or for an individual account owner. The Household Switch will only appear when you select two or more accounts in your workspace menu.
There are two options for the Household Switch:
Case - Select Case if the Account Owner (Registration) details are the same across all of the accounts. This will eliminate the need for you to re-enter their information.
Transaction - Select Transaction if you need to specify different Account Owner details across the various accounts. This is the setting that enables Household New Account Opening.
Landing Pages and Signing Documents
Selecting the Case or Transaction option in the Household Switch will have the following effect on the Landing Pages and Signing Document data input:
Case - Data entered for the Account Owner(s) will automatically copy over to all accounts in the Case.
Transaction - Data entered for the Account Owner(s) will not automatically copy over to all accounts in the Case. This allows you to have different owner registrations on each account.
Tip: Use the Pre-fill tool to minimize the data input when opening accounts for a household, it will help avoid typing the same person's details more than once.
When you send the signing documents to your clients, recipients will only be able to see the signing forms that are related to them.
In the example image above, these users would see the following accounts when signing:
John - (1) IRA #1 (2) Joint Account (3) Business Account #2
Jane - (1) IRA #2 (2) Joint Account (3) Business Account #1
Sam - (1) Business Account #1
Susan - (1) Business Account #2