NOTES: Client Documents can be downloaded in the Summary Section of your client file. The Download Document button is located at the top of the page. You have the option to download individual documents or download ALL documents to your computer.
Notes: A JOINT Net Family Property Statement is generated in the Negotiation Room. After you have saved your version of that negotiation, click the “Generate Joint NFP” button and the document will be downloaded in the bottom left hand corner of your screen.
NOTES:Client Documents can be downloaded in the Summary Section of your client file. The Download Document is located at the top of the page. You may select individual documents or all of the documents to be downloaded to your computer.
When your client logs into the CollabR8 Platform they see a slightly different version than your. Most importantly your client accesses a number of helpful features that shows them exactly how to utilize the platform.
Client Version that explains how to use Financial Disclosure. This video is available to all of your clients and is ALREADY located in their version of the Financial Disclosure Platform.
Client View: Your clients may be wondering WHY they have to complete a financial disclosure. This video explains the importance of Financial Disclosure. This video is ALREADY located in your client’s version of the Financial Disclosure Platform.
Goals & Strategies: Process Mapping
Phase 1: Legal Process Software
TRAINING: ADR Market Trends
Phase 2: ODR Negotiation Tools
ODR Policies & Best Practices
Phase 3: Client Management Tech
TRAINING: Websites, Google & SEO
Phase 4: Triage & Marketing Apps
Seminar: ODR Trends