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Affiliate Platform

  • What is Review Will by getArrange.com?
  • How do I reset 2FA my 2FA?
  • How do I link my CEP account with a client's User account?
  • Why is there a payment page for CEP account and how do I edit the price?
  • How do I add Additional Instructions for a specific asset?
  • Key Platform Changes on 26 Feb 2024
  • I have "Send Will". How does my client access his account?
  • How do I generate and save the PDF documents from my Affiliate Platform?
  • How do I book an appointment if I am interested in setting up a trust?
  • How do I refer my clients for getArrange staff to draft the Will for my clients? Any introduction fees?
  • How do I deposit / retrieve Wills from gA-Vault for my client as a CEP?
  • Is there a refresher course for CEPs?
  • Business Support
  • How do credits work? Do they expire?
  • How do I check how many credits do I have left and/or buy more credits as a CEP?
  • My client did not receive the authorisation code after I "Send Will".
  • Where can i find the preparation document/email to send to client before meeting him/her?
  • How do I update my bank / PayNow details for the transferring of Introduction Fees?
  • How do I stop the emails from going into spam?
  • "Send Will" -- Verification and Payment
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Categories

  • Account
  • Affiliate Platform
  • Wills
  • Trust
  • LPA / AMD
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