Confirmation Email:

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Hello (Client Name),
 

Thank you for scheduling a Customer Success Session with Bryt Software.

 

In this session we will cover our Assets and Insurance module, which includes:

 

• Adding Assets to a Loan

• Adding Insurance on a Loan’s Asset

• Configuring a Notice to warn the client of their insurance expiration

 

We look forward to assisting you via Zoom.

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Thank You Email:

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Hello (Client Name),

 

Thank you for attending the session.

 

Here is an outline of what we covered and related linked resource:

• Assets and Insurance Tracking Module Guide

 

As always, let us know if you have any questions and thank you for scheduling a Customer Success Session with Bryt Software.