Options Genesis
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Colds (2:11)
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Finding in progress clients (1:41)
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Appointments and changing status (5:37)
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How to pick up a bucket (2:47)
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Adding an alternative name for a client (1:35)
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Adding a secondary client (6:45)
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Adding an authorised third party (4:40)
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HEM-Household expenditure matrix
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Review tab and uncommitted income (43:51)
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How to download/pay for new reports Equifax (4:09)
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Requesting an override for credit reports (2:21)
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Obtaining a company credit report (2:25)
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Adding Assets (2:37)
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Completing the debts tab (3:48)
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Completing the income tab (2:56)
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Completing the expenses tab (4:16)
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Results tab & Scripts Insolvency (5:47)
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Results Tab & Scripts (5:47)
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Sharing your screen (3:15)
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Business rules and schedule
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Payment rules-repair (5:12)
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Adding a discount to the client file (1:44)
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Requesting an override (2:21)
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Genesis validation errors (3:53)
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Sign up process CRI (5:32)
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Signing the client Insolvency (2:44)
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Verbal Recording
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No go reasons (4:12)
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PCF for client (4:35)
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Booking an Insolvent Case Manager Appointment (2:35)
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Insol Hot leads and booking an appointment (2:35)
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Rules and understanding unconscionable conduct.
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Remote Docs tab
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Muney Debt Elimination (27:40)
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Experian Alerts (3:47)
Credit report tab
Protection Plus
Pre loan checks
