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 Importing Data into Bryt, which includes:
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Requirements for successful data imports (Contacts first, then Loans)
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Loan creation process and Bryt’s required data items
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Originating System Data and Export types available
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Importer (Excel) Sheets: Contacts, Loans with no history, loans with history
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Discuss importing loans for a fee (API/Script $1,000 || <80 loans $500)
We look forward to assisting you via Zoom.
Attachment(s): Contacts Importer, Loans with no History, Loans with History
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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:
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Loan Creation Wizard Process Guide
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Implementation Options
As always, let us know if you have any questions and thank you for scheduling a Customer Success Session with Bryt Software.