Filogix Expert Pro How-to Videos | Finastra Canada

Do you have questions about how to use Filogix Expert Pro? Watch the videos below to find the answers you need.

Video Library

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Creating new board using default board

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How to create a default board

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How do I create a drip campaign?

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How do I set up document automations?

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How do I add automations onto my board?

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How do I set up application automations?

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How do I send an e-sign package?

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How do I send an application or request documents?

How do I import my applications from Filogix Expert to Filogix Expert Pro?

How do I import my applications from Filogix Expert to Filogix Expert Pro?

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Where do I find the link to my application?

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How do I add a client to my board?

How do I edit my board?

How do I edit my board?

How do I create a meeting link to send to clients?

How do I create a meeting link to send to clients?

How do I personalize my application and add an automated consent form?

How do I personalize my application and add an automated consent form?

How do I add a photo, add my logo and change my theme colours?

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How do I connect my email and add my calendar to the dashboard?

How do I connect my email and add my calendar to the dashboard?

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With Filogix Expert Pro you can do more, faster.

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RESOURCES

Filogix Expert Pro

Filogix Expert Pro

Filogix Expert Pro: The most powerful solution in the industry

Filogix Expert Pro: The most powerful solution in the industry

Guide

Filogix Expert Pro Agent Orientation Guide

Filogix Expert Pro Agent Orientation Guide

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