finova offers free to attend webinars to provide assistance to our users on the finova CRM system
These webinars cover a variety of topics ran by our expert in house trainers
Below you can sign up to future webinars as well watch a webinar that has already taken place - simply click the webinar link that interests you and enter your Name and Email address (don’t worry you are not signing up to anything by providing us with this information)
Register Here
Customising Your System
These webinars are a great starting point for a new customer looking for system customisation guidance
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System Basics
These webinars will provide you with more information on system use offering some hints and tips as well
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Webinars by Subject
Here you can watch a webinar based on the area of the system you’d like find out more about.
These webinars cover a variety of different sections of the eKeeper CRM system providing system setup and usability guidance.
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Customer Portal - Uploading Documents, Signing/Acknowledge Documents |
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Introducer Portal - a login for your introducers to submit & track new leads |
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Commission |
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Making changes to your system |
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Permissions
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Case notes, Stages, Diary
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Email, SMS & Documents Connecting your Email: |
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Templates |
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Reporting & Automation Rules |
Webinar Library
Here is a list organised by date of all webinars, these webinars cover a variety of different sections of the eKeeper CRM system providing system setup and usability guidance
2023
Weds, June 14th, 2023 - Configure your Workflow - Stages, Simple Tasks & More!
Weds, May 31st, 2023 - E-Signature & Acknowledgement via the Customer Portal
2020-2021
Thurs, Dec 9, 2021 Burrow Portal E-Sign and Acknowledgement Features
Thurs, Dec 2, 2021 Email configuration including Signatures, Email Templates and Automated Emails
Thurs, Oct 7, 2021 Adding new Lenders/Providers and Auto Commission Calculations
Thurs, Sept 16, 2021 Participants, Sources and Commissionable parties
Thurs, Aug 12, 2021 Using eKeeper integrations including setup
Thurs, July 22, 2021 Chrome Extension for Document Templates
Thurs May 6, 2021 Automation Rules including Automated Reporting
Tues, Sep 29, 2020 Setting up User Details and Security Questions
Tues, Jul 14, 2020 Automation Rules inc. NEW General Automation Rules
Tues, Jun 9, 2020 Setting up your eKeeper Email Integration inc. 2 way Emails
Thurs, Mar 5, 2020 Commissions; reporting and setting up commissionable parties in 5X
Tue, Mar 10, 2020 Automation rules; product expiry re-contact and actions in 5X
Weds, Mar 18, 2020 Portal for customers and introducers; setup and enabling