top of page
Bob:
"Free trials can only get the following add-on modules during the free trial...
-
Custom User Field
-
Custom Documents
-
Impound/Escrow
-
Assets/Insurance
-
Lender Fees
-
Borrower Portal
If somebody is interested in a module not offered in the free trial we should let them know that we can do a demo of the advanced module but can’t activate it in their free trial until they become a paid subscriber. If the customer wants the feature turned on they would need to enter a credit card into Chargify and ask us to move their free trial end date up… they can choose they date, but I don’t think it can be todays date. If the payment goes through on that date they choose, we can add the module at that time."
bottom of page