If technology is not your thing and you prefer doing things old school, then this form is for you. This well thought out worksheet will help you keep track of your progress with each surplus funds claimant, either digitally by utilizing the built in automation or printing it out and checking it off as you go. Some of the key features include:

You can attach all relevant documents to this form to keep all your paperwork together in one form.

The finance section will automatically calculate the percentages paid to the claimant and your company.

Contains quick action buttons to print, save reset, email, upload documents and direct link to 3rd party autodial and mail campaign sites.

Keeps track of your mailing, phone, email, and social media campaigns.

Section for notes to keep on track.

Section to keep track of your claim progress.

Can add contact information for up to four family members or additional contacts.

Easily customizable to put your own logo and company information in the header.

One time charge of only $39.99 compared to the online platforms that charge $97.00 a month and more.

If you ever have any questions about the form, please feel free to email me directly at scottadkin@cardinalhomesdesigngroup.com

Since this is a digital download, there are no refunds.

CUSTOMIZATION INSTRUCTIONS

The form comes ready to use, but if you want to update your form and customize it to your information, do the following:

For logo and company name:             

Click All Tools, Click Edit a PDF or go straight to Edit (depending on your version)

Logo - Hover over logo image and right click, select replace image

Company Information - Click in company text block and edit

To update buttons (website and email):

Click All Tools, Prepare a Form

For website - Click on Website button (blue outline appears), right click, select properties, select Options, in Label field change to your website, Select Actions, Select Delete, for Select Action – select Open a web Link, click Add, type in your website address, click OK, click Close, Save

For Email - Click on Email button (blue outline appears), right click, select properties, Select Actions, Select Delete, , for Select Action – select Submit a Form, Select Add, in Enter a URL for this link type, type Mailto:your email address (where your email address is your actual email address – so for me it is Mailto:scottadkin@cardinalhomesdesigngroup.com), click Ok, click Close, Save

In order to make these changes, you will most likely need Adobe Pro, not just Adobe Reader.  If you can not make these changes, email me your logo, business name, business address, phone number, website address and email address and I will gladly make the customizations for you.  Send them to scottadkin@cardinalhomesdesigngroup.com