Traınıng
Improve your knowledge
Explore the tools available to you or improve your knowledge on the elements of the system which are most applicable to you.
Manuals
Please click on the buttons to download our training manuals as a PDF.
Training videos
Advisor
Automatic Reviews
Workflow
TCF Questionnaire
Campaign Manager
FactFind
Client Portal
Reporting
Accounts
GDPR
Advisor
Approximately 1 hour
Advisor
Covers the core elements of 360 Advisor such as: diary management,
organising your Hotbox and sale opportunities,
case management and communication tools like sending emails,
texts and letters.
If you would like to book a training webinar please fill out the enquiry form
below and reference the webinar you would like to attend.
Automatic Reviews
Approximately 20 minutes
Automatic Reviews
Covers how automatic system generated reviews are created e.g. mortgage, life & annual
reviews.
How you can create your own ‘servicing arrangement’ and allocate this to your case records and
see
the impact this has on the client/case.
If you would like to book a training webinar please fill out the
enquiry form below and reference the webinar you would like to attend.