If you would rather use this system to collect the scope of appointment forms, follow these steps:
Scroll to the bottom of the profile and click "Continue to SOA."
You can email, text, or complete an SOA form if you are in person or on the phone).
After the consumer completes their portion of the form, it will be sent back to you, where you need to click "Complete form."
After completing the agent portion of the form, you are all finished, and their SOA will be stored on their profile, which can be viewed/downloaded at any time.
After the consumer finishes an SOA, the agent is required to complete the form for the SOA to be finalized.
You will be notified once a consumer submits the completed SOA.
