Financial Adviser Referral

by in Workflows & Automation

Business Benefit

Save time, provide a better service and potentially earn more

Trigger Points

As soon as an applicant has registered with your branch and agreed to be referred, then this workflow will trigger an email to your designated financial advisor with the name and contact details.

Output

An email is sent to your designated Financial Adviser with the name and contact details

Rules

If no Financial Adviser is set to default no email will be sent.

Optional Extras:

n/a

 

Provided by:
Cost
Free
Compatible With



PRO

PREMIUM

ENTERPRISE