Submit a request for Third Party Online Access
First, find the client's CRM Contact Record page by searching contact name in the search bar.
From the client's contact record, start by navigating into the Servicing (Service Request) tab, which is found in the middle panel of the contact record. Select Account Administration.
From there, you can select Document Delivery and proceed to specify the details of the request via the right sidebar pop-up.
Step 1:
- Select Third Party Online Access
Step 2:
- Attach Documentation. Attach a signed Third party online access to Online Services form
- Select Submit. You can now track your ticket.