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Covers the core elements of 360 Advisor such as: diary management, organising your Hotbox and sale opportunities, case management and communication tools like sending emails, texts and letters.

If you would like to book a training webinar please fill out the enquiry form below and reference the webinar you would like to attend.

Covers how automatic system generated reviews are created e.g. mortgage, life & annual reviews. How you can create your own ‘servicing arrangement’ and allocate this to your case records and see the impact this has on the client/case.

If you would like to book a training webinar please fill out the enquiry form below and reference the webinar you would like to attend.

This webinar will show you how to use 360 Lifecycle’s Office Admin Pipeline to merge and delete cases and allow you to manage the overall sale event for example, by manually adding cases/sales, notes, documents and commission expectations. It is recommended that administrators, sales support or advisers who carry out their own administration and case tracking attend this webinar.

If you would like to book a training webinar please fill out the enquiry form below and reference the webinar you would like to attend.

TCF Questionnaire will demonstrate how to send an electronic TCF (customer survey) questionnaire to your clients, record TCF results manually where no client email exists and use the TCF reporting tools available.

If you would like to book a training webinar please fill out the enquiry form below and reference the webinar you would like to attend.

Covers how to create email and letter templates for use in Campaign Manager, the query building process and how to export your query results or deliver your clients material through Campaign Manager.

If you would like to book a training webinar please fill out the enquiry form below and reference the webinar you would like to attend.

Covers the whole process of data gathering, sourcing and submitting mortgages, protection and GI via 360 Lifecycle’s integrations with our leading partners. See how to use our FactFind to efficiently manage your clients.

If you would like to book a training webinar please fill out the enquiry form below and reference the webinar you would like to attend.