We believe doing business with us securely should be as easy and straightforward as possible. That’s why we recommend you use our document upload facility and send secure service.
Designed to improve efficiency by reducing processing times, our secure document upload facility offers you and your clients a faster underwriting service. In just a couple of clicks you can electronically certify your clients’ documents and upload up to 20 files with a maximum size of 4MB each.
Simply log in and visit manage cases to search for a case and upload your documents using the ‘document upload’ tab.
Simply log in to the website, go to manage cases to search for a case and upload your documents using the ‘document upload’ tab.
Yes, administrators can use the document upload facility when they’ve logged in to the website with their introducer code and password.
Your case will need to be at the 'processing' stage for you to use the document upload facility. For example, you will not be able to use the facility for cases that are under appeal, declined or not yet submitted.
The maximum number of documents is 20 per upload, however, any separate number of uploads can be made for each case. The maximum size for each document is 4MB.
Accepted file formats are PDFs, Word documents, Excel documents and images such as jpeg and tiff files.
You must electronically certify that you have seen originals or certified copies of documents by ticking against the document. There is no need to stamp them or sign 'originals seen' before scanning and uploading them.
PCI Data Security standards require the removal of any sensitive information such as card number, CVC and PIN, before documents are scanned or uploaded. You will need to tick to confirm that you have done this before uploading documents.
Yes, there is a notes field assigned to each document, so you can add any comments you'd like to send us in relation to specific documents.
You will receive a confirmation message on screen when your documents have been uploaded successfully. This will show you details of the documents and will give you the option to print a copy for your own records.
The status of any outstanding documents in 'case tracking' will only be updated when documents have been reviewed by the underwriting team, so you will not see the status change immediately after you have uploaded outstanding documents.
If you don’t need to upload any documents, simply send us an email using our send secure email Opens new website in another window service.
With send secure you can maintain client confidentiality and send and receive emails safe in the knowledge that the content is secure. It’s essential that all emails containing client details are sent using send secure. Emails you send can only be read by us and those we send to you can only be read by you. What’s more, it’s a free service and you don’t need to install any software to use it. Simply email us at email@example.com, quoting your unique introducer code to request access.
In some rare instances it is possible that your email account will not allow you to receive send secure messages from us. The most usual cause is that the firewalls you use to protect your systems are set to reject this type of communication.
We recommend that you configure your firewall settings or white-list to allow access to -
https://www.coventrybuildingsociety.co.uk/intermediaries/manage-cases/sending-documents-securely Opens new website in another window
If you continue to have trouble receiving our secure mail, please contact our Intermediary Support Team on 0800 121 7788 (selecting option 3) and they will arrange a referral to our Technical Helpdesk who may ask to speak to those responsible for your IT.