Home Page
- Setting up Fees
- Setting up new participants
- Participant commission profile
- Adding Participant(s) to a product
- How do I add a commission to a mortgage product?
- When is the commission due?
- Recording commissions from a provider
- Recording Commissions Against Participants
- Reporting on 'My Commission Pipeline'
- Cancelling a Product and Commission Claw back
- Making a Fee 'Due'
- Enable Portal for Customer - Manually
- Enable Portal for Customer - Automated
- Enable Two-Way Messaging
- Enable Documents Requested Automatically
- Enable What Products to Display on the Portal
- Customise Portal Invite Email
- Email Notification - New Lead Received
- Email Notification - Fact Find Returned
- Requesting Documents from the Portal
- Requesting System Letter Acknowledgements
- Requesting System Letter eSignature
- Requesting External Document Acknowledgements
- Requesting the Fact Find
- Sharing Documents to the Portal
- Customer Portal Forgot Password
- Customise Portal 'Password Reset' Email
- Creating a new introducer profile
Frequently Asked Questions
Need any more help?
Telephone: 01275 400 650
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