Even Easier Transactions With LGA’s Latest Enhancement
Ability to Respond to an RTM (response to memo)
We are excited to announce that the BGA will be able respond to an RTM on behalf of the advisor’s client. This process will:
- Reduce cycle times
- Allow documents to be uploaded
- Provide data and insight to identify future enhancement opportunities
When one or more RTMs are requested, an email notification is sent to both the BGA and client alerting them to the need for more information. The RTM(s) will be listed in the Requirements section of Application Manager. The status tracker will indicate Further Evidence Required
To provide information, click on the Respond Now button. A pop-up message will appear indicating you will be re-directed to another screen to respond to the RTM(s).
Enter all information for a specific RTM and if you need to attach document(s), you can do so by clicking the Attach button. Once complete information is input or attached, click Submit button.
*Note: You cannot save draft information. Please ensure ALL requested information is included prior to hitting Submit button.
For more information on this new feature, we encourage you to view a training slide deck, view the recent webinar on the topic, and view the FAQs document.