This webinar will go through the criteria for how the automatic system generated reviews/opportunities are created e.g. Mortgage, Life & Annual Reviews. The session will also cover how you can create and bespoke your own ‘Servicing Arrangement’ allocate this to your case records and see the impact of how this affects the client/case review schedule. (This session should last approx 20 mins.)
- Thursday 20th December – 10:30am
- Thursday 3rd January – 11:30am
If you would like to see a free, online training video of the 360 TCF Questionnaire, you can do so here.