mi-World Keeping Your World Safe

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Presentation transcript:

mi-World Keeping Your World Safe HBS mi-World mi-World Keeping Your World Safe

mi-World Keeping Your World Safe mi- World User Guide Hello and welcome to mi-World. This guide takes you through the basics of how to use mi-World ~ simply click the HBS logo in the top left hand corner of each screen to move through the Guide Each of the slides showing screenshots has animations on them to show you how the system works for you, keep clicking the logo to see each of them mi-World Keeping Your World Safe

mi-World Keeping Your World Safe mi- World Index Page If you prefer to go straight to a topic then please click any of the following: Accessing Your mi-World Receiving a Document Picking up messages on your mobile phone Sending a Document Sending a Message View Your Timeline Additional Help Otherwise please click the logo to continue sequentially mi-World Keeping Your World Safe

mi-World Keeping Your World Safe Accessing Your mi-World The first time you go into mi-World it will be from the e-mail inviting you to use it Every time your Adviser sends you something you will receive an e-mail with a link to your mi-World in it mi-World Keeping Your World Safe

mi-World Keeping Your World Safe Accessing Your mi-World You may need to go to your mi-World in between communications from your Adviser If so you can go to the website (www.homebuyersystems.com) then please follow these instructions: mi-World Keeping Your World Safe

Accessing Your mi-World

mi-World Keeping Your World Safe Receiving a Document The next slide shows how you receive and read any documents you are sent mi-World Keeping Your World Safe

Receiving a Document

mi-World Keeping Your World Safe Picking Up Messages on Mobile ‘Phones When your Adviser sends alerts, to say something has happened on your mi-World, you receive an e-mail If you pick this up on your mobile phone there is an option in the message to open mi-World on your ‘phone The following slide shows how that works: mi-World Keeping Your World Safe

Picking Up Messages on Mobile ‘Phones

mi-World Keeping Your World Safe How to Send a Document When you need to send a document to your Adviser the next slide shows how to do that and the automatic e-mail that is produced to let them know you have sent it There are two ways to do this the first way we will look at is sending documents that are in the “mi-World Services” menu e.g Mortgages mi-World Keeping Your World Safe

How to Send a Document

mi-World Keeping Your World Safe How to Send a Document If you want to send a document that is not necessarily related to any of the topics on “mi-World Services” menu then you can send it by following the example on the next slide mi-World Keeping Your World Safe

How to Send a Document

mi-World Keeping Your World Safe Sending Messages As you will have seen when you send a document you can also send a message with it but what if you only want to send a message? Messages, like Documents can be about a particular topic (e.g Mortgage) or a general message and are exactly the same as Documents. Firstly, general messages: mi-World Keeping Your World Safe

How to Send a Message

mi-World Keeping Your World Safe Sending Messages So now let’s look at sending a message relating to one of the topics in the “mi-World Services” menu. In this case a mortgage mi-World Keeping Your World Safe

How to Send a Message

mi-World Keeping Your World Safe Your Timeline The “Timeline” gives you, in chronological order, all that has happened on your mi-World. This allows you to see exactly what has happened and let’s you click on any events to see the full details mi-World Keeping Your World Safe

Timeline Feature

mi-World Keeping Your World Safe Additional Help to Use mi-World As well as this Guide there is also a more comprehensive User Guide in your mi-World The following slide shows you how to access it mi-World Keeping Your World Safe

Additional Help to Use mi-World

mi-World Keeping Your World Safe That’s it for this overview. We hope you find using mi-World simple and beneficial as well as giving you the comfort that it is keeping your personal details safe mi-World Keeping Your World Safe