Thanks for attending our recent training webinar. The recorded session below will help you review anything we covered during the live session.
Click on the player below to watch a recorded webinar, it will cover the basics for you.
Setting up your Branding
Open the Branding tab and upload your logo by clicking the Change logo button. Any standard picture format will do i.e. JPEG, PNG etc. We recommend using a logo with a transparent background.
Setting up your Partner Details
Client-facing contact details are managed via the Partner Details tab. If you make any changes we recommend sending a test link/email to yourself so that you can confirm your changes.
Integrations
Details on setting up your integration with an external application below.
Integrate with BrokerEngine, details HERE.
Integrate with Ezidox, details HERE.
Integrate with FileInvite, details HERE.
Integrate with Mystro, details HERE.
Integrate with Salestrekker, details HERE.
Billing
You can find details about your subscription and payments via the billing tab.
Your monthly invoices are downloadable as a pdf by opening the statement first, then clicking the Printable version button.
Security Collateral for your Clients'
We have developed a short 1 page article that contains 5 key points about the security of your clients information. Note this is a .docx file so you can adjust the fonts, layout, colours or add a logo etc.