On this Infynity page, you can manage settings your account on Infynity. You have access to the following general settings (slide the toggle bar to set to green and activate):
Also, on this page is a complete list of the Finsure Group Lender Panel – select with the toggle the Lenders and Service Providers that you are Accredited with as shown (otherwise they won’t be included in Quick Qualifier and Compare Products functions):
Note: the Mission Statement is there for you and your business. It will not be shared or displayed with your clients.
With the Client Profile and Lead Sources, these features will enable you to more accurately identify and target specific groups of clients within your database. Press 'Add Profile' to create Profiles unique to you and your client base, examples of some common profiles are shown below:
If you add your Lead Source, you will be able to run reporting to show which lead sources have generated business for and your business.
In this section create your more unique or custom fields such as sporting teams that your client follows as an example.
Other unique Custom Fields topics or themes could be: