Designed for existing users, providing an overview and demo of the software and services available. This webinar will cover:
Overview of dashboard (including settings)
Create a new client
Create a fact find
Mortgage sourcing - purchase, remortgage, BTL
Protection sourcing - including Multi benefit/Multi Policy and how to apply
Module overview - what’s available
If you have any questions prior to the webinar, you are welcome to email us at firstname.lastname@example.org.