An in-depth look at the specific functionality to assist your processes (for those with access to the Advice and CRM modules).
We would suggest considering the ‘Xplan Mortgage - back to basics’ and ‘Xplan Mortgage - Advanced’ webinar before attending this session.
The session will cover the following:
- Sourcing, Protection, Eligibility, Advice and CRM, Client Portal and Lender Connect
- Dashboard overview - tasks, cases and diary
- Create a client and case
- Full fact find
- Suitability letters
- Audit trail
If you have any questions prior to the webinar, you are welcome to email us at email@example.com.