The Interview Guide is our mini-compliance wizard and the perfect place to set up your compliance notes. The wizard compiles information into concise subsections about the client's goals and objectives.
Use templates to quickly add information to the interview guide output. Templates are fully customisable, and you can create as many as you need. The best part is that the templates take full advantage of BrokerEngine's merge fields, so you can insert client-specific information from other parts of the system.
Contents
Prerequisites
None.
Video walkthrough
Learn about the interview guide.
Opening the interview guide
Open a deal in full view mode.
Click the Interview Guide tab.
Reviewing the guide layout
The guide has three main parts:
Headings
Sections
Templates
Headings and Sections are labels that you can customise.
Creating a template
Create a template to quickly add notes that you use regularly. You'll save time by not typing the same message again and again.
Go to the Templates column and click the plus (+) icon. The Create Template popup displays.
Enter a template name.
Click the Section field and select an option on the drop-down menu.
Enter the note text in the message field.
Optionally, add merge fields to create personalised documents. (see below)
Click Save.
Adding merge fields
Enter the default message text.
Place the mouse in a location that will hold a merge field.
Go to the Mail Merge column.
Search for a merge field.
Click the merge field label.
BrokerEngine adds the merge field to the message. Repeat the steps to add more merge fields. Click Save.
Adding a template to a section
To add a template to a section:
Open a section.
Add some white space for the template text.
Go to the Templates column.
Locate the temple you want to insert.
Click the template one time.
BrokerEngine adds the template to the section. If the template has merge fields, BrokerEngine auto-replaces the merge fields with actual data in the deal (e.g. client name and location).
