How to take advantage of the App & an online Portal for your Referrers

Thursday, Feb 20th at 10:30am

Do you get referral work from Estate Agents, Mortgage Brokers and/or Financial Advisors?

Join us for this webinar to learn all the features of the App and an online Portal for your Referrers. Understand how you can customise the settings for each of your Referrers and give them access only to the features you want them to see.

Enable them to send out fully branded quotes on your behalf or just leads with the client details. Grant them access to complete certain Key Stages on your behalf or enable auto-invoicing for your fee-based relationships.

The control is in your hands, you decide what features you enable for each of your Referrers. Building external relationships can be difficult at times, during this webinar Sophie will also show you how you can use the ‘Marketing Centre’ to send out email campaigns to your Referrers.

Register Now

Next weekly webinar on ‘Branding & customising the system to make it work for your firm’.