Module 6 Check
Stay compliant, see what your business is doing, and pick up the tools that make a difference at scale.
6 Quiz Questions | 3 Practice Tasks |
Part 1
Question 1
Where should you upload your credit guide and privacy policy?
AIn your account's compliance/legal settings
BDirectly into a client's fact find
CIn the referral partner portal only
DThey can't be uploaded, only linked externally
▸ Show answer
Correct answer: A. Credit guide, privacy policy and terms & conditions are uploaded in your compliance/legal account settings.
Question 2
What can you check using the audit and activity history?
AOnly billing history
BA record of changes and activity across your account
COnly client login times
DOnly email delivery status
▸ Show answer
Correct answer: B. Audit and activity history gives a record of actions taken across the account, useful for compliance review.
Question 3
What is AI Smart Reporting designed to do?
AGenerate business reports and insights using AI
BAutomatically sign documents
CRedact sensitive documents
DBook client meetings
▸ Show answer
Correct answer: A. AI Smart Reporting surfaces business insights and reports, including a Q&A style interface for asking questions of your data.
Question 4
How can you keep on top of a saved report without checking it manually every time?
ASchedule an email summary of it
BThere's no way to automate this
CPrint it every day
DAsk a referral partner to check it
▸ Show answer
Correct answer: A. Report summaries can be scheduled to arrive via email from advanced reporting, rather than checking manually.
Question 5
What does the SLA report track?
AService level performance, such as response times
BReferral partner commissions
CDocument storage usage
DCalendar bookings
▸ Show answer
Correct answer: A. The SLA report monitors service-level metrics such as how quickly leads or tasks are actioned.
Question 6
What is the Upcoming Birthdays feature intended to support?
AAutomated loan approvals
BStronger client relationships through timely outreach
CCompliance audits
DLender panel management
▸ Show answer
Correct answer: B. It surfaces upcoming client birthdays so brokers can reach out and strengthen the relationship.
Part 2
Use practice leads, not live clients, for all of the tasks below.
1
Upload compliance documents and check your audit trail
Upload your credit guide.
Upload your privacy policy and terms & conditions.
Open the audit/activity history and review what you changed today.
2
Build and schedule a report
Create one custom report relevant to your business.
Save it as a favourite.
Schedule an email summary of it to be sent automatically.
3
Turn on birthdays and check billing
Enable the Upcoming Birthdays feature.
Open your billing settings and confirm your details are current.
Confirm the correct person is set as the billing contact.
Passed the quiz and finished the tasks? Head back to your learning path and move on to the next module.
Back to Onboarding Course →
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