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 13th June at 12:30pm
- Wednesday 26th June at 2pm
- Wednesday 10th July at 11am
If you would like to see a free, online training video of the 360 Automatic Reviews and Servicing Arrangements, you can do so here.