WealthSmyth

A private collection of docs for GFI teams.

Global Financial Impact

Welcome to Week 1 with Global Financial Impact

Week 1 Onboarding (GFI)

Week 2 Onboarding (GFI)

Understand compensation and start building your agency

Week 3 Onboarding (GFI)

Learn the GFI business system and agency playbook.

The Builders System

SureLC is our partner for submitting your contracting requests to our carriers.

How do you create a SureLC - GFI account?

How to get appointed with providers

Contact details to check carrier appointments

What is the status of my carrier appointments?

Can I use my previous SureLC imo/fmo for GFI?

Just-In-Time Appointment

About carriers, creating an account & setting-up appointment

Get Appointed

All agents with an active license are required to purchase Errors and Omission (E&O) Insurance

Errors and Omissions (E&O)

How do I access my stripe account?

Errors & Omissions

How do I setup my GFI direct deposit?

When do GFI agents get paid?

What are the 10% reserves?

Promotion requirements for each GFI contract level

GFI Contract Levels & Compensation

About commissions, pay cycles and appointment fees 

Commissions

How do I change my email in GFI Connect?

How do I re-access my ICA?

Coding

Terms of Service

Privacy Policy

Code of Conduct

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Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.