getArrange
  • Search
  • Announcements
  • Articles
  • FAQs
  • Technical Support
  • Contact
  • Contact

Affiliate Platform

  • What is Review Will by getArrange.com?
  • How do I sign up for the 14 days free trial for gA-Crystal?
  • How do I reset 2FA my 2FA?
  • Why is there a payment page for CEP account and how do I edit the price?
  • "Send Will" VS "Gift Will"
  • How do I add Additional Instructions for a specific asset?
  • How do I link my CEP account with a client's User account?
  • I have "Send Will". How does my client access his account?
  • Is there a refresher course for CEPs?
  • How do credits work? Do they expire?
  • How do I refer my clients for getArrange staff to draft the Will for my clients? Any introduction fees?
  • Where can i find the preparation document/email to send to client before meeting him/her?
  • How do I deposit / retrieve Wills from gA-Vault for my client as a CEP?
  • How do I generate and save the draft Will from my Affiliate Platform?
  • 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".
  • What if I can't finish the Will at one go? How do I continue?
  • How do I stop the emails from going into spam?
  • How do I book an appointment if I am interested in setting up a trust?
  • I accidentally sent my client extra credits. What now?
  • 1
  • 2

Categories

  • Account
  • Affiliate Platform
  • Wills
  • Trust
  • LPA / AMD
  • gA-Crystal
No results found

© getArrange 2023. Powered by Help Scout