CollabR8 How-To Videos

Helpful videos to walk you through just about anything on the CollabR8 Platform

How To Add A Client

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.

How To Use The ODR Negotiation Room

How To ADD, REMOVE or REPLACE a Document

How To Add An Employee

How To Generate A Joint NFP Statement

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.

How To Download Client Documents

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.

What Does Your Client See?

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.

MONTHLY TRAINING SESSIONS

TRAINING SESSION 1 AUG

TRAINING SESSION 2 SEPT

Overview To The Financial Disclosure Platform

Videos To Help Your Clients Complete Financial Disclosure

How To Complete Your Financial Disclosure

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.

Why Do We Have To Complete Financial Disclosure

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.

Eight Learning & Development Modules