Author name: Luis Garate

2022-09-08 Live Training Call

Questions answered on this call: 18:50 Setting up Virtual Assistant (Pat Live). 20:35 Custom Documents 26:30 Custom Neutral Letter with Logo 37:30 Mailing Custom Documents 41:25 Color Signature 42:35 REIPrintMail Integration 44:00 Customize Offer Letters 45:10 Offer Cover Letter with Logo 47:30 Generated Signature on Offer Cover Letter 52:53 Custom Offer Template 56:00 Create Support

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2022-09-01 Live Training Call

Questions answered on this call: 21:10 – System Update 21:50 – Generate Documents Screen Redesign 26:10 – Dashboard option removed from desktop 27:45 – Profile – Preferences Settings 31:30 – Profile – Notification Settings 33:05 – User Permissions 33:55 – API Documentation for Tasks 37:00 – Listing Page Optin Page 40:30 – Format APN data

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September Update: Quickly change your Subscription Type over at Profile > My Account

You can now more easily change your type of subscription you have, by heading over to ‘Profile > My Account’ and click on ‘Update’ on your subscription to change it into another type. This is applicable to the Investment Dominator CRM subscription type, as well as the Outside Data Service Integration subscription type. In the

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