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Tuesday 18/05/2021 - Coggle Diagram
Tuesday 18/05/2021
Personal Sales Follow ups and Appointment Bookings WealthHealth
Albi at Partners
Raylene
Vanessa Moselen
Call Pre Approved Builds - May and BNZ Orchard Guy
ASB not able to document a variable rate loan issue.
Karyl Gunn Invoice
Solar Innovations invoice
Team Meeting
Outcome of Trials of Evince
Jared Load Complaint for Bex ETc
Outcome of Ramsden Complaint so far, Expecting final resolution today. Fingers Crossed.
General Team Chats
Update on ASB and ANZ Healthy Homes Package
Discussion with Chloe to reduce interest costs
Offset tax increase
Another reason to build
Get out there and talk to the industry
Shareholder Meeting WealthHealth
P&L issue on Xero for Wages Sorted?
Update the girls on the Vehicle Finance Opportunity
Budget for Software development / website to get it off the ground
Other Tech Needs - Fiona pc update
Marketing Strategy
Newsletter
New Advisers
Upgraded SEO and website speed
Boss Development
Current Focus Mortgages
Portal finilisation
Mortgage Submission
Mtg Servicing Calculator
Saving these records where? generate SOA and where does it save?
Future Focus