{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/0728fb70440d4e67997fc5679cef5f22\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/0728fb70440d4e67997fc5679cef5f22-9db2a58125f883c2.gif","duration":433.024,"title":"Master Marloo Document Generation in 6 minutes ","description":"In this video, I introduce you to Marlowe's Document Generation tool, which is currently helping advisors save over 14 hours per week and reduce SOA generation time from 8 hours to just 45 minutes, increasing client capacity by 20%. I explain the importance of templates and the client view, which allows you to pull in relevant information when generating documents. I walk you through the process of creating and customizing templates, as well as how to generate documents efficiently. I encourage you to upload all necessary client information to maximize the tool's effectiveness. Lastly, I highlight the customization options available for document styling to ensure your generated documents meet your branding needs."}