How it fits your workflow.
Lob provides direct mail automation and address tools. In account servicing, the mailed document should be linked to its approved version and intended recipient. Print and delivery activity can support a communication record, but they should remain distinct from the customer action requested by the letter.
WORKFLOW FOCUS
Versioned account letters and mailing lifecycle visibility.
From your stack to your workflow.
01 / Map the outcome
Choose the process you want to improve and the records, events, or actions it depends on.
02 / Define the connection
Review supported capabilities, access permissions, field mapping, and policy requirements with your Paypath team.
03 / Validate before expanding
Agree on a focused workflow, test it with your team, and confirm the results before extending the scope.
A few things to know.
Why retain the document version with each mailing?
It explains exactly what was sent. That context is important when staff review a notice, answer a customer question, or investigate a communication discrepancy.
Can we keep our existing systems?
The starting point is your current stack. We work with your team to understand where each record lives and how the proposed connection should fit your operating model.