How to use our Android Mobile App
You can install and use our Android Mobile App for free. We also have an app for iPhones too.
The following video will show you the most common uses that advisers use. The tutorial will show you how to;
- How to find a Contact
- How to make a Phone Call from our app
- How to dictate note to the Phone Call
- How to record an audio note to the Phone Call
- How to record or dictate notes anywhere in the system
- How to view Policy information
- How to view Loan information
- How to click the Maps link to find your appointment location
- Misc navigation