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 refer my clients for getArrange staff to draft the Will for my clients? Any introduction fees?
- How do I book an appointment if I am interested in setting up a trust?
- How do I deposit / retrieve Wills from gA-Vault for my client as a CEP?
- Is there a refresher course for CEPs?
- How do credits work? Do they expire?
- Business Support
- Where can i find the preparation document/email to send to client before meeting him/her?
- 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".
- 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