Forms Hub

Here, you'll find a list of links to streamline user management and communication processes. Whether you need to set up new users, add Referrals, set up Online Advice Tools or send through your own wordings for the templated CRM emails, this page provides quick access to all the forms you need to fill out.

Forms Hub

CRM User Form - Onboarding & Offboarding

CRM Referral Feature Set Up

Templated CRM Emails

Report a CRM Issue

Client Alteration Request Tool

Disclosure Statement - TAP Template

CRM User Form - Onboarding & Offboarding

Adding a new user or removing an existing one from your CRM? Please submit the form below to get started:

CRM Referral Feature Set Up

This form is used to add a new referral option within the CRM.

Templated CRM Emails

You can now create personalized email templates within the CRM. This form allows us to capture the specific information and wording you want for your templates.

Report a CRM Issue

This form is used to report any issues or problems encountered within the CRM.

Client Alteration Request Tool

Disclosure Statement - TAP Template

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