Does anyone use a one page document the Commercial customer would sign that has a checkbox next to the products they would like as well as the required documents? The document would list the Signature Card, Beneficial Owner Certification, On-line Banking, ACH Origination, Remote Deposit Capture, Cash Management, etc. They would then only sign this document instead of each of these documents separately. The purpose would be to streamline the customer having so many different documents to sign.
Thank you.
Faith is seeing light with your heart when all your eyes see is darkness...