Interview Mode is a feature that enables brokers to run live client interviews directly inside the system while capturing information in real time.
It supports both video and face-to-face meetings, simply choose the deal you want to work on.
To begin, go to the Deal View and click the “Interview Mode” section.
In the pop-up window, choose desired Flow, and click on Start Interview button.
The look and feel of Interview Mode in the same as in the Client Portal. The key difference is that the broker controls the screen while guiding the client through the interview, making the process straightforward and easy to manage.
On each page, enter the required information and click “Next” to proceed to the following question.
You can also use the sidebar to move between different questions or sections.
Information will be saved in real time in your deal.
Once all the questions are completed, Finish button will be visible.
At any moment, you can exit the Interview Mode by clicking on X mark at the top of the screen.
