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