All documents must be submitted through your secure portal. For security reasons and proper tracking, documents cannot be submitted via fax or email.
If you have not booked the first discovery call:
Use your GMG Savings App to perform a benefit survey, then have your client sign the service agreement and schedule your Discovery Call - The 3 S's.
Once these three steps are complete, you will be prompted to upload any documents you may have at that time. You are also prompted to send a document request email to the appropriate party. This may not always be the decision maker so make sure to determine who the appropriate person is to gather the documentation needed for each service.
You may then send the email to the client and within the email there will be a secure link that they may use to upload their documents to the portal.
If your Client's Discovery Call has already taken place:
Even if your Client's Discovery Call has already taken place, you must upload all documents that you receive from the Client via your secure online portal.
Even if a discovery call was previously done, an additional call with the client is required once you have collected the necessary Documents and/or Service Agreement. After reviewing the documentation we will need to speak with your client to discuss next steps and potentially kick off into production, so having the call pre-booked puts you in an excellent position for this client to move forward into the next stage.
Step by Step - Uploading Client Documents in Your Portal
- Upload only the document that matches the name of the document listed in the upload list
- Upload only signed and executed service agreements
- Do not upload merged or multiple documents to one upload link (unless they are all the same type of document, for the same property/client) Example: Do not merge service agreement and depreciation schedule or property tax bills and upload into the service agreement link. You must separate out the documents and upload in their own specific links.