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 29th August at 1pm
- Wednesday 11th September at 10:30am
- Tuesday 24th September at 12pm
If you would like to see a free, online training video of the 360 Automatic Reviews and Servicing Arrangements, you can do so here.