Guides Available for Download

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Overview
Proformex Quick Guide

Proformex Best Practices

How to Add a Policy

How to Create a New Policy Report

How to Setup User Notifications

Setting Policy Monitoring Guidelines

Document Requests

Proformex Guide to Document Requests

Proformex Guide to Designing Document Requests

Next Steps for a Returned Document

Document Processing

Proformex Document Processing Add-On

Proformex Guide to Document Processing

Proformex Guide to Policy Servicing

Proformex Guide to Automatic Policy Reviews

Client Deliverables

Proformex Guide to Client Deliverables

Proformex Guide to Owner Coverage Reports

Proformex Guide to Portfolios

Trust Module

Getting Started with Trusts & Life Policies

Proformex Guide to Crummey Management