Portal / Client Management
All documents must be submitted through your secure portal. For security reasons and proper tracking, documents cannot be submitted via fax or email.
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Tue, 7 Jun, 2016 at 4:43 PM
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
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
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
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
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
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
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
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...
Mon, 19 Sep, 2016 at 1:22 PM
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