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It all starts with the CRM Online Training Webinar
Time and date:
12 October 2018
11.00 AM to 12 October 2018
11.30 AM
Location: Financial Reporter Webinar
Organiser: 360 Dot Net
Website: Click here
Register for this FREE broker webinar from Financial Reporter & 360 Dotnet to learn more about 360’s CRM and how it can help speed up the mortgage advice process.
Join us for this 30-minute online demonstration of how 360 captures data from the first initial point of contact and utilises it throughout the mortgage advice process.
Dhaneer will demonstrate how data is seamlessly passed from the CRM with no unnecessary rekeying of data, how the CRM captures data and documentation from client engagement features and how new features and integrations will continue to make your CRM the heart of your business.
In this session you will:
- See how the client FactFind and portal engages the client early in the process
- It all starts with the CRM
- Identify how integrated systems eliminate unnecessary rekeying of data from the initial opportunity to the generation of the Suitability Letter
