Getting Started

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!

Webinars

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

• High Level System Overview

Part One

• System Basics in 5X

• Hints and Tips in 5X

Part Two

• System Basics in 5X

• Hints and Tips in 5X

Text Guides

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

• Setting up your users

• Setting up your products

• Setting up your workflow

• Setting up your Email/Letters

• Creating new cases & products

• Managing your clients cases