Get your brokers teams off to a faster start by creating templates that match your org wide preferences.
What to Know
Org-wide settings are only accessible to AIQ members with specific access to to the Admin Portal.
Templates created here will be accessible across all of your internal team members.
Brokers can still choose to use their own templates.
Get Started
1 | Navigate to the Admin Portal by clicking on your name in the leftmost corner.
From the Admin view, select 'Org Setup' from your navigation panel.
2 | Select to create a new template or click to view any previously created templates.
Click here to read more about the functionality.
3 | Select to create either Proposal templates or Listing Details Templates.Drag and Drop, remove and add fields as needed.
Want to learn more. Check out our Customer Success Events.