Onboard

• Introducing Elements to People For The First Time
• Resources For Introducing Elements to People
• Setting Expectations
• How To Engage Clients For The First Time
• How Elements Data Gathering Is Different
• Data Needed For Elements

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• How to use the One-Page Plan taught by Carl Richards and Reese Harper
• Can my clients access the One Page Plan document on their own?
• How can I generate a One Page Plan?

• My client didn't finish web onboarding. How can they pick up where they left off?
• How do I fix an unattached real estate loan?
• How do I know who is invited to Elements?
• How do I delete the sample profiles that are in my account?
• Can clients upload documents?
• Custom Client Groups

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