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Wednesday, 12 July 2017 9:30 AM - 4:30 PM AEST
Chifley Square , Level 11/1, Sydney , NSW, 2000, Australia
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1 Chifley Sqaure , Chifley Square , Sydney , NSW, 2000, Australia.
Date: Wednesday 12th June 2017
Venue: Level 11/1 Chifley Square, Sydney NSW 2000
Time: Morning Session 9am-1230pm
Afternoon Session 1:00pm-4:30pm
Must bring laptop and internet
Must arrive 5 mins early, there is time constraints and lots to get through !
Cancellation fee: $25
9:00am – 10:00am
· Enter pre-filled fact find and discussion on best practice
· Customers, Income, Expenses, Assets & Liabilities
· Run a Veda Report
10:00am – 11:00am
· Using a Lead scenario to manage pipeline
· Sales tools including Serviceability, Product Finder (Multi) and Funding Calculator
· Demonstration of generating Compliance Docs
11:00am – 12:00pm
· Convert to loan and push through to Apply online
· Generate a Vow Loan Protect referral
12:00pm – 12:30pm
· Briefcase – Uploading docs, using tasks and customer filenotes
· General Q&A
https://www.vow.com.au
Vow Financial
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