As an financial professional, you are eligible for a discount on DocuBank fees. Please ask us about other discounts for which you may be eligible. You have several billing options from which to choose:
A Value-Added Client Gift
Most professionals choose to build the DocuBank fee into the "lump sum" fee for the services offered. In this program, your clients receive their Docubank membership, whether for one year or five years, as a gift from you as part of their plan.
A Discounted Offer
You can bill your clients directly for the DocuBank fee, offering them your discounted rate.
A Revenue Generator
The true benefit of providing DocuBank for your clients will not be in the fees you make at the front end of a membership. The benefits you see will be in the marketing and relationship building for long-term client relationships. However, you can choose to bill your clients a rate that is somewhere between your discounted rate and the published retail rates. This way your clients still benefit from a discount and you make a modest “administrative fee” for the service.
With each of these approaches, unless you participate in an annual client continuation program, DocuBank will contact your client directly to renew their membership at the end of the initial membership period.