Client and Portal Management
Your Marketing Toolbox is essential to gaining new Clients and engaging your current connections. Be sure to login to your GMG Portal to access your Marketi...
Thu, 24 Oct, 2024 at 2:52 PM
Step 1- Login to the Portal at Portal.GMGSavings.com (use your assigned username and password) Step 2 - Go to the My Clients Tab (upper right corner o...
Thu, 25 Aug, 2022 at 10:41 AM
You may add a new contact to your Client Card by following the steps below. Step 1- Login to the Portal at Portal.GMGSavings.com (use your assigned u...
Thu, 25 Aug, 2022 at 10:40 AM
The portal does not currently have an option for you to delete a lead or client. The best way to make these leads or clients not appear is to add an X o...
Thu, 25 Aug, 2022 at 10:02 AM
With the Cost Segregation service, once a Feasibility Report is completed for your Client, an activation link is generated so your Client can complete their...
Thu, 25 Aug, 2022 at 9:57 AM
Step 1 - Log into your portal Step 2 - Go to the My Clients Tab (upper right corner of the home page) Step 3 - Search for your Client in the green s...
Thu, 25 Aug, 2022 at 9:50 AM
You can view the status of documents in the Client Card. To view the status of a document, login to the Portal and go to the My Clients tab. Once ther...
Wed, 30 Oct, 2024 at 11:19 AM
Start With Smart Search Selecting Leads within the Portal's Smart Search is very easy: Log into your GMG Portal and Click on the "My ...
Wed, 13 Nov, 2024 at 1:04 PM
As an Advisor, you can access the Client record within your portal and resend the agreement upload link to the Client at any time by following the steps be...
Tue, 23 Aug, 2022 at 4:11 PM
There are four steps to add a note to the Client Card. Go to your GMG Portal, portal.gmgsavings.com, and access your My Clients page. Locate your Client ...
Thu, 11 Aug, 2022 at 4:35 PM