Filogix Expert Solutions

Watch a recent Lunch and Learn session on demand

Watch sessions on demand

This session covers where to start once you have accessed your Filogix Expert Pro account, including:

  • A brief overview of how to personalize your account
  • How to import your applications from Filogix Expert
  • How to create new client profiles and applications

In this session, we will delve into the functionality of boards and client profiles, including how to:

  • Edit, manage, and effectively use boards to track your deals
  • Create client profiles, track email correspondence, and assign activities to yourself and your colleagues
  • Add automations to your board to streamline your workflow

Learn how to easily and securely compile your client’s bank statements and tax documents in Filogix Expert Pro. We will cover:

  • What to expect when you request NOA’s from your clients
  • How to send NOA requests, and the steps involved in obtaining them
  • How to request bank statements and what your clients will see