Welcome to the Online Professor!
In order to take Client Instructions with Countrywide and be able to submit your business to us, you must first purchase the Software, sign and return your contract and subscribe to the Countrywide Membership fee of £15.00 per month Plus Vat
What's available?
Technical Help desks
Our Technical Help teams will provide you with the correct strategies for your client's Death & Lifetime Planning requirements. A free client Will Review service, Estate Planning Reports and much more.
Online Will Software
Submit your Will & Trust orders to us electronically at a time to suit you. The Software is easy to use and full training is provided by one of our team of experienced Legal Admistrators, remotely, when you are ready to submit your first case.
Online Tracker
Use your Online Tracker to follow the progress of your cases, make changes to your Orders, make payments, amend your contact details and check when your commission is due to be paid.
Cartoons
Exclusive to Countrywide, our set of cartoons will put you head and shoulders above the competition! They explain the threats to your client's wealth in light hearted yet thought provoking way and can be purchased to show to your clients at the point of sale, or emailed out to prospective clients. They can also be rebranded to carry your own Company name and Logo.
Supermen Webinars
Enhance your understanding of our products, services and processes, from the comfort of your home,or office, with the added bonus of being able to refresh your memory by watching them again, at any time. To view our Webinars, click on the Training Section of the Extranet.
Presentations & Training Slides
Access our Training Slides and Powerpoint Presentations under our Training Section at a time to suit you and revisit any aspects of the training you want to further understand.
Key Features & Benefits Sheets & Client Support Information Sheets
Our Key Features & Benefits sheets and Client Support Information sheets have been specifically designed to demonstrate the benefits of and explain our strategies to clients at the point of sale. They can be edited to contain your name and contact details and rebranded with the Company name and logo, of your choosing.
Electronic Filing Cabinet
Once your cases have been completed and signed by the client, they are scanned and then stored in our electronic filing cabinet called Docuware, so that you can view and print them as and when you require.
Instruction Sheets / Procedures
"Countrywise" your Adviser Extranet site, is packed full with information on all our Products and Services and our processes and procedures. You can download and print Instruction sheets, client receipts, Terms of Business and everything you will need to be a successful Estate Planner.
Marketing Material
Our Extranet site is full of marketing material and ideas you can adapt and use to promote your business. From adverts, brochures, current articles and prospecting letters.Our sales and marketing materials can all be amended, to reflect your own “brand” and carry your Company logo and contact details.
Bulletins
Our regular Bulletins ensure that you will never miss a change in legislation, or the latest news and articles available in the industry.
And more...
Your membership entitles you to any leads we may receive which are in your area, as and when they occur. We also aim to help with all aspects of sales, marketing and networking, including helping you to establish connections with other professionals, once you are fully conversant with most aspects of Estate Planning.
