What's the Point?

FINANCIAL PROFESSIONAL INFORMATION (also known as Rep Data, Advisor Data, or Financial Professional Info) is where you can add information about yourself and your home office that will be used to prefill forms. Similar to prefilling forms with client data from a CRM, adding Financial Professional Info means you don't have to type information that you already know manually. You can use that saved time to focus on what's essential for your business. In this case, the data is not coming from a CRM, but from the information you manually entered on the Settings page. This feature is particular to users in the Financial Services industry. If you are using the Quik! App in a different industry, you will not need to enter any Financial Professional Info since it will be of no use when filling out forms.

Important: All rep records added by any user of a customer account are available for all other users on the account. In other words, the same pool of reps is displayed for all users in an account, regardless of who initially added the record.

How To

Go to the hamburger menu at the top and select Settings. In the FINANCIAL PROFESSIONAL INFORMATION section, you will see the FINANCIAL PROFESSIONAL INFORMATION block. Click the ADD RECORD button to view the Financial Professional pop-up.

Here you can enter all of your advisor data, including Advisor Info, Advisor Numbers, Personal Office information, Branch Office information, Current Broker/Dealer information, and Prior Broker/Dealer information. All the information added to the Financial Professional Info tab will be used to prefill form fields whenever it is asked. For example, suppose you are launching a form that asks for the financial advisor's office address. In that case, that information will be automatically prefilled with whatever you have entered in the PERSONAL OFFICE section. 

Entering information in Financial Professional Info is entirely optional and not necessary to launch forms. However, to add a record, you must at least enter the First Name, Last Name, and Email of the advisor you are adding. This information will allow you to select it on the Finalize page and will allow you to e-sign forms with DocuSign or SIGNiX (assuming you have already connected to a DocuSign account or SIGNiX account).

Important: If a user adds their Rep information under the Rep role in the Add People section, it will not prefill with the Financial Advisor Info tab information. The Rep role in the Add People section will only prefill with the mapped information from the CRM selected. Please check our Help Center articles for each CRM's currently mapped fields to confirm what Rep information is available.