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Policy for Advanced Module Requests

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."

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