Chief Software Tips

7 articles

Multi-step forms for website leads

Using Multi-Step Forms for Better Website Lead Capture. We're excited to introduce the all-new multi-step form feature in Chief, completely redesigned from the ground up. Chief can be used to generat…

Updated by Caroline Pollard

Preparing for BID - Broker Comments

This week we look at the 'Broker comments' section in CHIEF to help prepare you for the introduction of Best Interests Duty (BID) on 1 January 2021. As part of your Best Interests Duty obligations (u…

Updated by Caroline Pollard

Preparing for BID - Needs and Objectives

This week we look at the 'Needs and objectives' tab in Chief to help prepare you for the introduction of Best Interests Duty (BID) on 1 January 2021. As part of your Responsible Lending obligations (…

Updated by Caroline Pollard

Preparing for BID - Product Requirements

This week we look at the 'Product requirements' tab in Chief to help prepare you for the introduction of Best Interests Duty (BID) on 1 January 2021. As part of your Responsible Lending obligations (…

Updated by Caroline Pollard

Preparing for BID - Risk/Benefit Statements

Preparing for BID - Risk/Benefit Statements. In preparation for the introduction of Best Interests Duty (BID) on 1 January 2021, we'll be providing regular tips on best practice in Chief. This week w…

Updated by Caroline Pollard

Preparing for BID - What is most important for you?

This week we look at the 'What is most important for you?' section in Chief to help prepare you for the introduction of Best Interests Duty (BID) on 1 January 2021. As part of your Responsible Lendin…

Updated by Caroline Pollard

Update your Top 6 Lenders in Chief

How to set up Licences in Chief (click to download PDF)

Updated by Caroline Pollard