Quilter Training Hub
Enhance your understanding and strengthen your skills with our bitesize training videos.
For a full-screen view, click the Vimeo 'V' logo on the video’s control bar.
Enhance your understanding and strengthen your skills with our bitesize training videos.
For a full-screen view, click the Vimeo 'V' logo on the video’s control bar.
360 Lifecycle: Automated Workflows & Event Triggers
Generate and customise automated task lists, and create automated notifications triggered by daily activities.
360 Lifecycle: Getting Started – Client Portal
How to maximise the potential of your Client Portal.
Quilter: Getting Started & Creating Opportunities
How to easily create opportunities in 360 Lifecycle, for Quilter advisers.
Quilter: Mortgage Case Study (Chapter 1)
How to create an opportunity and start a FactFind.
Quilter: Mortgage Case Study (Chapter 2)
Fact Finding, sourcing and selecting a product.
Quilter: Mortgage Case Study (Chapter 4)
Letter generation, Commpay submission and the client record.
Solution Builder Protection Masterclass
Chantel McGill, Senior Trainer at iPipeline, covers risk and mortgage protection report, quoting options and more in this video tutorial.
Quilter & UnderwriteMe: Using the Protection Platform
Process of using the Protection Platform within 360 Lifecycle, for Quilter advisers.
Quilter & UnderwriteMe: Adding Credentials
How to add your Protection Platform credentials to 360 Lifecycle’s FactFind.
