intelliflo - On Demand Webinars: Mortgage & Protection Journey

Training on-demand

Mortgage & protection journey

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office

Free up time

to focus on
your business

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Mortgage & protection journey

We will demonstrate best practice using the advice journey relating to mortgage & protection. We will follow the sequence of events to record advice, whilst providing top administration tips and recommendations of webinars to complement this learning.

Pre-requisite knowledge/webinar: None

Recommended for: Advice journey users

Using the RMAR report effectively

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Pre-requisite knowledge/webinar: xxxx

Recommended for: xxxx

Configuring the portfolio report

Coming soon...

Creating UDMI reports

Coming soon...

Creating a fact find

Coming soon...

Creating invoices

Coming soon...

Personalising suitability reports

Coming soon...

Understanding variables

Coming soon...

Document Designer: Creating signatures

23 June, 2pm

You can create signatures using snippets in Document Designer, meaning users can select whose signature will appear on a letter. This webinar will provide instructions and guidance so you can create your own.

Recommended for: individuals who build templates using Document Designer.

Best practice: Recording a top up and Bed & ISA

28 June, 10am

In this webinar we will look at best practice for recording a top-up and 'Bed & ISA'. This will ensure recommendations pull through to templates and reports.

Recommended for: users with a basic understanding of the advice journey.

Document Designer: Creating invoices

28 June, 2pm

Creating invoice templates within Document Designer will save you time and effort by pulling through the data you need automatically from the client record in intelliflo office.

Recommended for: individuals who build templates using Document Designer.

Creating UDMI reports

29 June, 10am

There are many standard MI reports you can generate within intelliflo office but on occasion you may have a need to create a bespoke report to retrieve specific data. This webinar will show you how to build reports and add to your library.

Recommended for: system administrators.

Best practice: Income drawdown

30 June, 10am

This webinar will focus on best practice when recording income drawdown. This will ensure recommendations are recorded and pull through to templates and reports.

Recommended for: users with a basic understanding of the advice journey.

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