Tag: Systems
Great content delivered in an uncomplicated manner
Just had a 2 day foundation course. Great content delivered in an uncomplicated manner. Will Chiles was spot on with his attitude and time taken to answer numerous questions from the attendees. I would recommend this course to anyone, no matter how experienced you may be.
Paul Stevens, Guardian Planning www.guardianplanning.co.uk
RE: Legacy
“Really like the new software Clive, much slicker and easier to use and the signing instructions are very client friendly. It’s saving us a lot of time at inputting stage and it will certainly reduce the number of LPAs that come back to us signed incorrectly. Great job team!”
The Right Will
RE: Basic Will course
“Excellent course Hayley, and a very enjoyable day, I thought Clive Ponder presented a very informative meeting, And all the information relating to Wills Trusts and LPA easy to digest, This can only be achieved by having years of experience in Wills and Trusts writing, He made difficult material easy to grasp, I thank Clive for that.”
RE: Legacy
“I just wanted to write to let you know how fantastic the new LPA Software Package is. I have just bought this package last and have already submitted 4 LPAs which has more than paid for the upfront fee and the next 12 months.
The site is as simple to use as the original site and the input screens are easy to follow and navigate, the only difference being that I now have the option to print off the documents myself and save the Countrywide administration costs and STEP fee.
I think this is such a good idea and this new approach will improve my profit margins considerably, so much so I now intend to buy the Simple Will Software too, so that I can increase my profit margins even further.
Thanks again for implementing this service, it really shows that Countrywide are thinking about their Advisers and how to help them improve their service and at the same time increase their profits.”
Carol Wood
