Send Customer privacy - consumer to individual applicants, and Customer privacy - commercial to business applicants and their guarantors.
What the customer gets
A link to review and sign the privacy statement. They sign on screen and submit, and see Agreement signed successfully.
The signed agreement attaches to the application, signature included. If it doesn't show straight away, refresh the application.
If it isn't signed
Consent links fail for a handful of reasons, and the fixes are the same for every document Financeable sends - see Fix common document issues.
Note - Where a link goes by SMS it sends from a standard number rather than a Financeable sender ID, so tell the customer to expect a message from an unknown number.
