CA Affiliate member, Perfect Portal is inviting all CA member firms to its webinar on ‘Digital Client Onboarding via your Branded App. To register click on the link below:
Name: Digital Client Onboarding via your Branded App
Date: Thursday, January 28
Time: 11:30 AM
Link: http://bit.ly/3sUe0Ov
Info: Join Perfect Portal for this 30 min webinar to learn how you can onboard your clients quickly via your firm’s branded mobile app and online platform.
Key features covered:
==> e-Signature for client care letters
==> Verification of identity (VOI)
==> Verification of funds (VOF)
==> Digital onboarding questionnaires
==> Law Society protocol forms
==> Payment on account
==> Client reviews
from Conveyancing Association https://www.conveyancingassociation.org.uk/ca-affiliate-member-perfect-portal-hosts-digital-client-onboarding-via-your-branded-app-webinar/?utm_source=rss&utm_medium=rss&utm_campaign=ca-affiliate-member-perfect-portal-hosts-digital-client-onboarding-via-your-branded-app-webinar
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