Below is a walkthrough of what the client sees once we send them their onboarding through Savvy.
This is the email the client receives once the Send Onboarding button is pressed.
The client also gets the onboarding link by text.
This is what the client sees after clicking the link from the email or text. They click Let's go.
After clicking Let's go, the client reviews the IAA and disclosures.
Once they're done reviewing, the client checks the boxes and types their full legal name, which moves them to the next step.
The final page leads them to DocuSign. Once all the steps are done, they're celebrated with confetti to show they're finished.
