Getting Started

On this page you will find links to guides that are helpful for getting your eKeeper system initially set up.

Video Guides

How to login:

Creating system user(s):

Creating a New Case + Applicant(s):

Finding your customer:

Updating a customer product(s):

Using the home summary page

How to use integrations

How to create a reminder

How to send an email:

How to add commission to a product

How to use the product page and stages

Coming Soon!

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

The following will provide you with text/image based help guides: