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 discuss some complex loan configurations that Bryt can accommodate. We will also discuss the loans your company services and how to best set them up.
For this session, we request you provide us with any of the following so we may better serve you in our session:
• Amortization Schedule
• Loan Master Report
• Sample Loan
We look forward to speaking with you via Zoom for our Basic Bryt Implementation session.
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Thank You Email:
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Hello (Client Name),
Thank you for attending our Configuring Complex Loans session and allowing us to guide you through the loan wizard process.
Here is an outline of what we covered:
• Item 1
• Item 2
• Item 3
If you would like to review any steps from the Loan Wizard process, you can refer to our Product Guide. Included are some links that may assist with your search.
• Interest Rate, Amortization, and Payment Information
As always, let us know if you have any questions, and thank you for scheduling a Customer Success Session with Bryt Software.
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TRAINING GUIDES
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Use the following Document 360 pages to support the training session: