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)

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Customising Your System

These webinars are a great starting point for a new customer looking for system customisation guidance

• Thurs Nov 26, 2020 Customising your eKeeper Guidance - PART 1

• Thurs Dec 3, 2020 Customising your eKeeper Guidance - PART 2

• Thurs Dec 10, 2020 Customising your eKeeper Guidance - PART 3

• Thurs Dec 17, 2020 Customising your eKeeper Guidance - PART 4

• Thurs Feb 25, 2021 Customising your eKeeper Guidance - PART 5

• Thurs Mar 4, 2021 Customising your eKeeper Guidance - PART 6

• Thurs Mar 11, 2021 Customising your eKeeper Guidance - PART 7

• Thurs Mar 18, 2021 Customising your eKeeper Guidance - PART 8

System Basics

These webinars will provide you with more information on system use offering some hints and tips as well

Webinar Library

These webinars cover a variety of different sections of the eKeeper CRM system providing system setup and usability guidance

• 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, Nov 25, 2021 Automated Reporting

• Thurs, Oct 14, 2021 User Permissions and View Profiles

• Thurs, Oct 7, 2021 Adding new Lenders/Providers and Auto Commission Calculations

• Thurs, Sept 16, 2021 Participants, Sources and Commissionable parties

• Thurs Sept 9, 2021 Custom Fields

• Thurs, Aug 19, 2021 The Burrow Portal and the eKeeper CRM

• Thurs, Aug 12, 2021 Using eKeeper integrations including setup

• Thurs, Aug 5, 2021 Basic product servicing, including stage progression, diary entries and case notes

• Thurs, July 22, 2021 Chrome Extension for Document Templates

• Thurs Jun 3, 2021 Diary Synchronisation

• Thurs May 20, 2021 Importing/Bulk Upload your existing data

• Thurs May 13, 2021 Reconciling Commission Payments

• Thurs May 6, 2021 Automation Rules including Automated Reporting

• Thurs Apr 29, 2021 Reports and Search Views

• Thurs Nov 5, 2020 Client and Introducer Portals

• Thurs Oct 29, 2020 Reports and Search Views

• Thurs Oct 22, 2020 Non Indemnity 'Drip' Commissions

• Thurs, Oct 15, 2020 Fact Find and Suitability Letters

• Tues, Oct 6, 2020 View Profiles

• Tues, Sep 29, 2020 Setting up User Details and Security Questions

• Weds, Aug 19, 2020 Document, Email and SMS Templates

• Tues, Aug 11, 2020 Customer and Introducer Portals

• Wed, Aug 5, 2020 Custom Fields

• Fri, Jul 24, 2020 Bulk Uploading Client Database

• Tues, Jul 14, 2020 Automation Rules inc. NEW General Automation Rules

• Tues, Jul 7, 2020 Lender Products Commission Setup

• Tues, Jun 30, 2020 Advanced Fact Find

• Thurs, Jun 25, 2020 Customising Product Setups

• Weds, Jun 17, 2020 Permissions in eKeeper

• Tues, Jun 9, 2020 Setting up your eKeeper Email Integration inc. 2 way Emails

• Tues, May 26, 2020 How to Automate eKeeper

• Weds, May 20, 2020 Using your Portals

• Weds, Apr 29, 2020 How to use your Fact Find

• Fri, Feb 28, 2020 Reports & Search Views; extraction of data, bulk communications and bulk updates in 5X

• 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

• Fri, Dec 13, 2019 Stages/Statuses and prerequisites

• Fri, Dec 6, 2019 Supporting Documents/Tick Lists; building a document list and use with portal and linking to prerequisites

• Fri, Nov 29, 2019 Individual product setup; fees, purpose of loans, page layouts etc 

• Fri, Nov 22, 2019 Automation rules; product expiry re-contact and actions

• Fri, Nov 15, 2019 Fact Find creation and use of subsets

• Fri, Nov 8, 2019 Letters, Emails and SMS; associated to stages and explanation on merge fields setup and use

• Fri, Nov 1, 2019 Integrations; how to activate and make use of integrations within products setup

• Fri, Oct 25, 2019 Commissions; reporting and setting up commissionable parties

• Fri, Oct 18, 2019 Portal for customers and introducers; setup and enabling

• Fri, Oct 11, 2019 Reports & Search Views; extraction of data, bulk communications and bulk updates