Portal / Client Management

How Do I Submit Client Documents
All documents must be submitted through your secure portal.   For security reasons and proper tracking, documents cannot be submitted via fax or email. ...
Tue, 7 Jun, 2016 at 4:43 PM
How Do I Book a Discovery Call?
Introduction Calls or a Discovery Calls are essentially the same call in that you are booking a call for you and your client to meet with an expert and...
Mon, 15 Aug, 2016 at 12:42 PM
How Do I Get a Client Production Update?
Client production updates are added to your portal as they are received from the production department.   You should be checking your portal routinely...
Thu, 10 Mar, 2016 at 11:24 AM
How Do I Cancel a Discovery Call?
You may cancel a Discovery Call in your GMG Portal by following the steps below.  Step 1- Login to the Portal at Portal.GMGSavings.co...
Thu, 10 Nov, 2016 at 9:34 AM
How Do I Reschedule a Discovery Call?
You may reschedule a Discovery Call in your GMG Portal by following the steps below.    Step 1- Login to the Portal at Portal.GMGS...
Mon, 15 Aug, 2016 at 12:43 PM
How Do I Book a Followup Call?
You may book a Followup Call in your GMG Portal by following the steps below.    Step 1- Login to the Portal at  Portal.GMGSavings.co...
Mon, 15 Aug, 2016 at 12:44 PM
How Do I Add a Client to Survey at a Later Time?
Many Advisors add their leads to the system prior to running the survey. This does often save time as you can easily pull up the Client in the App ...
Thu, 10 Nov, 2016 at 10:20 AM
Reference Policy
We often get questions from Advisors that have not yet closed a deal wondering at what point they would request references for their clients.  We wor...
Fri, 16 Sep, 2016 at 8:17 AM
Presentation Pro Survey Won't Save
When using Presentation Pro in the app or via your Portal, you must complete all the steps in order for your information to save. This means that if yo...
Thu, 11 Jul, 2019 at 8:24 AM
Deleting a Lead or Client in the Portal
The portal does not currently have an option for you to delete a lead or client. The best way to make these leads or clients not appear is to add an...
Mon, 19 Sep, 2016 at 1:43 PM