A pocket tour

pocket is the customers portal so, as a broker, you may not get to experience what your customers can see and what features this module has.

 

We have created a recording, which provides a brief overview : Pocket Overview Tour (video has no sound)

 

In addition, this article will showcase some of screenshots of the functions and features of the module, for products sold using the Modern funnel (not Manual Product).

 

For information on what pocket provides for customers with Manual product, see the article : Manual Product - pocket features.

 

 

 

 

 

 

 

 

Customers will have the same restrictions on changing payment dates and payment frequency as a broker in bond.

 

For more information, here is the article on :  Change Payment Frequency.