Manuals

Office Manuals

Campaign Manager
Client Segmentation
Data Import Tool
Campaign Sender
Workflow/Office
TCF Questionnaires
Reports
Performance Report
Performance Explorer
Manager Maintenance
Compliance Manager

Campaign Manager

This user guide is provided to give the skills to use Campaign Manager which gives you the ability to target your client bank by creating your own sales and marketing campaigns. Please click here for the guide; Campaign Manager

Client Segmentation

The object of this user guide is to provide you with the necessary skills to apply and update; Servicing Arrangements, Marketing Segments, Case Statuses & Servicing Advisor, in bulk and to tens, hundreds or thousands of clients quickly and easily by whichever criteria you wish. please click here for the guide; Client Segmentation Manual

Data Import Tool

The object of this user guide is to provide you with the necessary navigational support in order
to give you the ability to create client records and send leads/opportunities directly into
adviser’s prospect hotbox by using the Data Import Tool. Please click here for the guide; 360 Data Import Tool

Campaign Sender

Campaign sender gives you the ability to target your client bank by sending pre-approved central campaigns to your clients by letter, email or SMS. Please click here for the Campaign sender user guide; Campaign Sender

Workflow/Office

The Workflow/Office module allows you to be automatically and instantly informed that a sales process has been imported from Workbench and track your cases right up until completion. Please click here for the user guide; Workflow Office

TCF Questionnaires

The object of this manual is to provide you with the necessary navigational support in order to give you the ability to send out an electronic TCF (Treating Customer Fairly) Questionnaire to your existing clients. Please click here for the user guide; TCF Questionnaire

Reports

The object of this manual is to give you the ability to utilise the complete range of reports that are instantly available to you. They can help you manage your business and offer you complete control and visibility to stay on top of your activity and pipeline management. Please click here for user guide; Reports

Performance Report

The 360 Lifecycle Performance Report gives you a snapshot of your company performance in one place to effectively manage and control your business and its needs. Here, you can quickly and easily report on your company’s written, completed and banked performance. Please click here for a user guide: Performance Report

Performance Explorer

The object of this manual is to provide you with the necessary tools required to review company performance in real time, allowing you to see results and improve productivity from the root up. You will have the ability to analyse historical sales and KPI data, spot trends, identify training requirements and gather Retail Mediation Activities Return. Please click here for the user guide; Performance Explorer Manual

Manager Maintenance

Manager Maintenance gives managers the ability to add or remove staff members, change company branches, give greater control of sharing or withholding client details, you will also be able to choose adviser accessibility and add or remove your company’s personal choice of mortgage and solicitor packages.

The object of this manual is to give you the ability to add your own staff members to your database, please click the following; Maintenance Staff Member Manual

Compliance Manager

360 Lifecycle includes a Compliance management component which is seamlessly integrated into the rest of the system. This module allows you to centralise compliance and provides a configuration layer for businesses own compliance recording and reporting requirements.  Please click here for the guide; Compliance Manager Manual