Embedded Files
Adviser Resources
Adviser Resources
Mortgage: Key lender contacts
Below are some other resources to help streamline your business;
Browse fast. One fast, simple, and secure browser for all your devices. Click the logo to download and follow the basic install instructions.
A new way to access all of your Google Drive files on demand, directly from your Mac or PC, without using up all of your disk space.
This will provide you with a familiar layout and functionality of accessing Google Drive via Windows Explorer (see example below).
Attached is a helpful document that will assist you in setting up your File stream so you can access it from your desktop: Link
You will need to have finished setting up your Google Person before you can do this. (Refer to Gmail Setup Tips for further help on how to do this)
Google Calendar & Gmail
Google Calendar & Gmail
Download the Gmail and Google Calendar apps to your phone. Search the App Store or Google Play and sign in using your email address and password. See the page Gmail setup tips for more info.
Calendly helps you schedule meetings without the back-and-forth emails. Its simple to set up and the free version suits most advisers.
Grammarly makes sure everything you type is clear, effective, and mistake-free. It's free to download and use. Think of it as an advanced spell checker, proof reading tool.
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