Forward Signature Service Note with airSlate SignNow

Add signed Heads of Agreement Template

hello everyone and thank you for joining our service agreement solution webinar my name is courtney peek i'm the head of support here at precise fp little housekeeping before we do get started today everyone is unmute but if you have any questions please feel free to put those in the chat box and a member of our support team will be sure to reach out to you within 24 business hours all right let's go ahead and get started many advisors still use service agreements in pdf or word formats and some of them we find don't even provide an external electronic signature service so this means that they need to prepare and send each agreement individually and the client needs to open it review print sign scan and then return the document so the entire process is lengthy and cumbersome and really creates unnecessary friction so how can we improve this process and save you and your clients time and and the answer is going to be with precise fps customizable service agreements so precise fp includes a simple service agreement template that you can use as a starting point to create your own advisory agreements letters of authorization or any other advisory related document so engaging your clients with an agreement works exactly the same way as any other engagement they can review and update information and other electronic signature without the need for any third-party services and once they are done the signed document is available instantly in your precise fp account and we also provide a certificate of completion that includes a detailed audit trail with the signers ip address time stamp and all relevant information to ensure that you have that proper signature attribution now before we start let's just kind of go over a few definitions or terms that you're going to hear and see often during this presentation so the first one is going to be accounts so accounts are your client or prospect household records other applications may call them just clients or households contacts or records so an account will always include one main client and may sometimes include a co-client which would be a spouse partner significant other form templates so in essence form templates are smart dynamic forms they are fully customizable and we do provide a large library of ready to use templates for a multitude of situations engagement so when you engage a client or a prospect account with a form template a new engagement is created so engagements will store the information input by the client and then can be previewed or printed exactly as they left it and finally the account profile so this is where your client's relevant data is stored so that's going to be like contact information household assets liabilities this all resides in the account profile and we use this information to pre-fill some engagements and when your client completes them we automatically update their account profile to actually include...