video1.0<iframe src="https://www.loom.com/embed/0728fb70440d4e67997fc5679cef5f22" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/0728fb70440d4e67997fc5679cef5f22-9db2a58125f883c2.gif433.024In 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.