1)
Consultant opens customer case and defines required documents
![](https://cdn.prod.website-files.com/652d473e9ea23a9a6c8cfcb4/65523b85578d327d067457a4_1.png)
2)
Link and verification code will be sent to customers
![](https://cdn.prod.website-files.com/652d473e9ea23a9a6c8cfcb4/65523b8562b85a469c56df7a_2.png)
3)
Customer opens SecureExchange with browser and uploads desired documents
![](https://cdn.prod.website-files.com/652d473e9ea23a9a6c8cfcb4/65523b85dcd1a9d920aace79_3.png)
4)
Consultant receives documents and is informed by e-mail. The advisor creates a quote and uploads it to SecureExchange.
![](https://cdn.prod.website-files.com/652d473e9ea23a9a6c8cfcb4/65523b858f8c7dcfb08f3e44_4.png)
5)
The customer is notified of receipt of the offer by e-mail. They open the offer in SecureExchange and sign it.
![](https://cdn.prod.website-files.com/652d473e9ea23a9a6c8cfcb4/65523b85f2706dec83493d62_5.png)