ActiveClient Training
ActiveClient training is delivered through demonstration videos. Clients can access the training videos and work at their own pace to become familiar with features of the ActiveClient software.
Adobe Shockwave Player is required to view the videos.
| ActiveClient Registration |
4 min, 15 sec |
| Amortisation Scheduler |
4 min, 41 sec |
| Basic CRM Package - Features |
13 min, 51 sec |
| Basic CRM Package - Customisation |
12 min, 17 sec |
| Calculators |
24 min, 4 sec |
| Customer Relationship Management (CRM) |
27 min, 43 sec |
| Documents |
2 min |
| Form Fill |
4 min, 59 sec |
| Line of Credit Simulator |
6 min, 41 sec |
| Mail Merge |
16 min, 11 sec |
| My Loans |
2 min, 30 sec |
| My Work |
10 min, 21 sec |
| Qualifier - Basic |
23 min, 49 sec |
| Qualifier - Advanced |
12 min, 58 sec |
| Qualifier - Miscellaneous Features |
20 min, 25 sec |
| Qualifier - Purchase Cost Capabilities |
13 min, 22 sec |
| Qualifier - Scenario Comparison |
7 min, 19 sec |
| My Loans |
2 min, 24 sec |
Pisces Integration
Pisces e-Lodgement is a third-party program that allows ActiveClient brokers to submit online loan applications.
You need to configure lender and loan details in ActiveClient to establish the integration with Pisces e-Lodgement. Once lender details are configured for online loan submission, you can import loans into Pisces e-Lodgement.
Before you start the configuration, contact IRESS Wealth Management to enable the Pisces integration.
Need more information?
To find out more about ActiveClient, please contact your Account Executive or email us.