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.)
- Tuesday 22nd October at 12pm
- Wednesday 6th November at 11:30am
- Thursday 21st November 1pm
- Tuesday 3rd December at 11am
- Monday 16th December at 10:30am
If you would like to see a free, online training video of the 360 Automatic Reviews and Servicing Arrangements, you can do so here.