Customer Success Training
Working with Investments (Beta)

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 Investments Beta module, which includes:

Investment Requirements
- Borrower cannot be Investor
- Loan’s Investment amount but be fully funded before recording payments
Adding fees to an investment (by investor)
Adding Investors
How Payouts work (Investment Payouts and Servicing Payouts)

We look forward to assisting you via Zoom.

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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:

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