How to demo MyCRM

For internal use only

This is a guide for Partnership Managers to demo MyCRM to brokers.

We recommend running through this list before you start to demo MyCRM, to ensure your demos
show all of MyCRM’s features in a logical order. You can also use it as a checklist to keep open as
you run a virtual demo.

Before you begin your demo:

● Send yourself a Hello Pack including the Online Fact Find
● Have a client profile already set up
● Get a Game Plan ready and downloaded
● and have MyCRM open on your screen.

1. Adding a client
Add a brand new contact from ‘new’ button and select ‘contact’

Input name, phone number and email address (use yours or the brokers so you can receive
the Hello Pack)

Add the options: contact status, enquiry source and allocated assistant

Advise that anything sent to email will go through to the communication tab against the
clients’ profile in MyCRM

Save the contact

2. Create the Deal

Name the deal

Select ‘deal type’ e.g. residential

Select ‘pipeline status’

Select ‘purpose’
3. Hello Pack
The Hello Pack will pop up and then run through

Show sending it to 1 or 2 applicants

Show customised email template

Talk through toggle sections to include - Credit Guide, Hello Book, Online Fact Find

Talk about the difference between a partial and full Fact Find and run through scenarios i.e
not sure if it is a deal yet? Send a partial Fact Find

Talk to Calendly integration

Discuss adding additional attachments

Talk to document request, specifically File Invite function/features

Explain ‘save as default’- it saves your settings

Send the Hello Pack via email and advise a copy shows in communications tab

You will receive an email in your inbox

4. Hello Book and Credit Guide

Open the email and download the Hello Book and Credit Guide (or launch the
downloaded version you have) and run through each page with brief commentary

5. Online Fact Find

On your Chrome browser open an ‘incognito window’ (from settings in the top, right corner)

Click ‘get started’ within the Hello Pack email (or your downloaded copy) and launch the
client portal for the Online Fact Find

Create a profile using email and mobile number and enter the SMS PIN

Show the privacy policy and accept

Talk through the Online Fact Find and mention each category

Complete assets as an example e.g. savings or superannuation

 Within living expenses, mention that clients can manually input data or they can connect to
Bank Connect Plus which will pre-populate some categories within the living expenses (This
will only appear if you have this subscription turned on in MyCRM)

Supporting documents - explain that they can do drop and drag (fully integrated) or
go to File Invite and show what the portal looks like

Click ‘I’m ready’ - send for review

Mention that the broker will receive a notification by text and email. The allocated assistant
will get an email notification only

Click back into MYCRM

Briefly explain the tabs within a client profile e.g. employment

Click into the lending tab and explain it is where the loan application will live

Click into the loan in progress and this will allow you to launch the Goal Setter

6. Goal setter
Launch the Goal Setter and run through each tile in detail using the existing wording in
the boxes as prompts e.g. fixed/variable

Explain that it was built around Best Interests Duty

7. Loan Tools within the Deal View

View and explain the servicing calculator, Product Finder and funding calculator

Explain that these tools can be used independently and/or launched from the clients’
profile/deal view and saved within the deal or ‘lending’ tab to use at a later date e.g. product
comparison

Show that loan tools live in the right hand main navigation if they would like to use
outside of a client/deal

8. Loan Application
Explain that using the entirety of the Hello Pack and Goal Setter (inclusive of Online Fact
Find) will actually complete the majority of the loan application for the broker

Run through launching the serviceability calculator from the loan application. Explain it
will pull through client information such as income, liabilities and living expenses

Within the servicing calculator - explain that you can access the specific lender calculators
by clicking directly on the lender name (this will take you to the ‘lender resource page’)
OYou can click these now or show later
 From the servicing calculator - showcase that you can move this into the Product Finder.
Click 5 lenders and select launch ‘Product Finder’ in top right hand corner

Within the Product Finder, add loan amount and security amount and explain additional
tabs such as rate type, repayment preference etc.

Staying in the Product Finder, click search and run through what the Product Finder
reports on e.g rates, max loan, last updated. Click on ‘product’ to launch the product
summary

Select 5 lenders and generate a report to highlight what this would look like.

Click back to ‘loan application’

Run through loan/funding details

Add security

Add funds available

Add loan facilities and enter the base loan amount. Click ‘save’

Explain this pre-populates fees such as stamp duty, mortgage registration fees etc.

Click ‘products’ and select ‘saved comparison’ or launch new ‘Product Finder’ search

Select the lender

Show where to add a pricing discount

Mention that fees pre-populate based on selected product

Run through ‘recommendation’ and ‘rationale notes’

Explain ‘supporting documents’ and mapping migration to AOL through this section

9. Game Plan
Generate a ‘Game Plan’

Show how you can customise the message and send out via E-sign

Show your already downloaded ‘Game Plan’

 Mention that when the client completes it via E-sign, it will pull through to the client profile
under the document tab.

10. Dashboard and reporting

Show dashboard - Preferred set up:
Lodged, approved, settled, application pipeline, enquiry source, lender split, referrals
received, referrals sent

Show how it clicks through to reporting

11. Resources
Lender Information - show how to access lender info and cashback offers etc.

Run through ‘important documents’

Show the File Invite portal

Show the E-sign portal

12. Communicate
Run through ‘segment’ and ‘export’

Customer care - talk through how this is achieved with the ‘Stay In Touch Program’

13. Pipeline
Run through ‘pipeline view’

Show how to add ‘custom pipeline’ status

Show how to add/remove categories within the pipeline

14. Help and Support

Highlight broker support and Canny

15. Referral Management

Show where to view/send referrals

Show where/how to add referral agreement

 16. Profile Management
Help set up profile title and encourage use of bio

Run through all tabs inclusive of subscriptions

Loan Market Pty Ltd | Australian Credit Licence 390222