This demonstration will be taking you through the new

look ‘Fees’ tab in SMT

To get to the ‘Fees’ tab we need to go to Clients and Prospects

First select a client that you want to view

the ‘Fees’ page for.

Then use the ‘Add/Edit

Mortgage’ button to navigate to the Mortgage Details

tab

From the ‘Mortgage Details’

tab, go to the ‘Fees’ tab. This is

located here.

Now we will be looking in the Fee

Categories by clicking the ‘Fee

Category’ button

This page shows the various Fee Categories that are currently being used, what the

heading will be in a report and what database list the fee category relates to.

To add a new category that is not included as default

when SMT is installed, you need to click the button –

‘Add Category’

Clicking the ‘Add Category’

button will bring up this screen. As an example

‘Travel Insurance’

has been added. This category with use the database for ‘Companies’

To add a new product to a fee category, you need to

click add

Clicking add will bring up this box. The name of the product

needs to be entered into here. As an example European cover has been entered. Click ok to save

the new product

To finish editing the fee category

details, click ok to save

Travel insurance is

now shown in the Fee

categories

To delete a fee category you first need to ensure

that no fees are linked to a particular category. A

category cannot be deleted when fees have been allocated to that

category. If you click this button a box will appear asking which category you want to delete.

Now you need to choose which category you want to delete

from the list

Now you need to click the delete button to

delete the fee category

If the category you are trying to delete is being used, you will get this

message telling you it is being used and it cannot

be deleted

When you have removed the category successfully it will be removed from the list and will not be available to select when

you add a fee to a client

For the purposes of this tutorial I have added Travel Insurance back into the list so you can

see how to create a new fee using this

To close this page, and return to the fees tab,

click close

To add a new fee to this client mortgage process, you need to click the ‘Add Fee’

button

Some fields use dropdown

boxes because they have set options. If you want to choose a category that

is not part of the list, you

need to use the ‘Fee Category’

form

When a category is selected, additional

information regarding this

sale can be recorded and viewed in one of the reports

available.

When a fee has been received and entered in

this field, a ‘Date Paid’ must be

entered as you will know this

information from receiving the

payment.

If the date field is not populated and you

click ok, you will get a

popup message like

this one informing

you that the field needs to be filled

The rule is the same if ‘Date

Paid’ is populated, but

the fee received is not yet entered.

If the amount

received is not

populated and you

click ok, you will get a

popup message like

this one informing

you that the field needs to be filled

Once all the data has been entered,

click ok to continue

The ‘Travel Insurance’ fee has now appeared in the list of fees. You may notice that this is the

only category coloured. This is because I entered a field in the policy holder box.

To edit the category, you

need to click the edit fee button

Or you can double click on any of the

boxes along the row

This brings up the same box as

the ‘Add Fee’ button does and all of the fields can be edited.

Click ok to save changes or

cancel to discard them. The

‘policy holder’ box is the field

that applies colour to the

category. There are different

colours for main, secondary and

joint policy holders.

The key to the colours is shown here. I have edited each category to show the

colours and how it would look when you have entered all

fields.

To select a category, you need to click

anywhere along the row of the category

Then to delete a record, you need to have it

selected, then click the ‘Delete Fee’ button

shown below

You will then be asked if you want to delete the fee, if you

select yes the fee will be immediately removed

For purposes of this tutorial I have kept travel insurance in

the list

To view the ‘Fee Report’ for a single client, you need to

click the ‘Fee Report’ button

This can be done with any category selected

as it will populate a list of every fee , not

just the selected one.

This generates a report showing all the information inputted into the previous screen. It also shows the

advisor and the client(s) details

To close the report, click

the grey cross. This will take you back to the fees tab

To view or add notes about any of the fees, you first need to click the

‘Show Notes’ button.

This is where notes can be written and

stored.

To exit this and return to the page showing the fees,

click the ‘Hide Notes’ button

There are some new

‘Fees’ reports available to

view or print. Return to the Main Menu

Navigate to the ‘Reports’ menu

To view an example of one of the

new reports, you need to

select ‘Clients – All’

‘All Advisors’ also needs to be selected

to view these reports

A date range now needs to

be selected for the report to be

generated

One of the new reports regarding the new fees tab is the ‘Client Plan List’,

shown below

Reports can now be

renamed by going to ‘Report Config’

To preview the report

you need to click this button

The report shows the unfiltered results of

clients fees. This is page

21/23

To close the report, click

the grey cross

You can also filter a report by selecting one advisor

instead of all. This is done by selecting an advisor from the

dropdown box

Again click preview to view the report

This shows that the report is

being filtered to

David Foggerty’s clients only

This report has 11 pages

To close the report, click

the grey cross

To return to the main

menu click this button

Thank you for watching the tutorial, we hope this has

helped you