This user-guide covers many SENRO features that should immediately improve the efficiency and productivity of your business. We recommend you use this 'user-guide' in conjunction with our recommended training sessions incorporating the following modules;

Set up and Configuration Training

• Setting up Your Organisational Structure
• Staff Access Levels and Viewing Rights
• Creating Sources / Types of Lead Generation
• Configuring your Label Management and Note Templates
• Configuring your lender searches and documentation
• Setting up Introducer Profiles
• Task Manager Configuration
• Fact Find Configuration
• Document Storage Configuration
• Impersonate Tools
• Managing Provider Details
• Creating Letter / Marketing Templates

SENRO Basic Training

• Logging On and Password Control
• Managing Providers Contact Details
• Managing Other Business Contacts
• Creating Letter Templates
• Prospect Management
• Opportunity Allocation and Management
• New and Existing Clients
• Fact Finds and Sales Process Management
• Product Search and Comparison
• Creating and Managing Client Portfolios
• Integration Tools (Outlook, Morning Star, Sales Platforms)
• Pipeline Management
• Client Care Tools
• Funds and Valuations
• Document Library
• Appointment Diary
• Workflow Diaries
• Advanced Client Searches

Commission and Fee Training

• Setting up Channels
• Configuring Commission Rules and Profiles
• Recording Commissions and Fee Expectations
• Business Income Reconciliation
• CSV Imports and Bulk Commission Validation
• Distributing Commission Payments (Channels, Companies, Staff and Introducers)
• Business Production Reports
• Debt Balance management

Marketing

• Events and Promotion Management
• Marketing Searches and Data Exports
• Generating Marketing Campaigns (SMS, Email and Letters)
• Campaign Tagging and Monitoring.