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  1. Symmetry Financial Group
  2. FAQ
  3. Agency Building

Agency Building

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  • Will unlicensed agents have access to training via Quility U?
  • Will Key Leaders be able to see each individual team member and access more information?
  • Can an agent who has passed their exam, but is waiting on licensing, have access to Quility HQ?
  • Do agents have access to the agent directory?
  • Why can’t I recruit on the behalf of another agent in my downline?
  • Why do many of my applications have revisions requested by the Onboarding Department?
  • My recruit is trying to update their license info, but they don’t have anything in their “My Tasks”. How can they update their application with their License No. and info?
  • The application isn’t working for the recruit, and they can’t complete it.
  • My recruit is stating that nothing was saved when they clicked Save and Continue Later and tried to complete their application. Is it deleted forever?
  • Why can’t a recruit login to the Onboarding Portal? It is stating they are already registered.
  • Why can I see some of my downline’s applications and invitations, but can’t see others?
  • What email address do emails generated from the Onboarding Portal come from?
  • Why am I not receiving notifications from the Onboarding Portal concerning recruits in my downline?
  • Why did my recruit’s application disappear from the Track Applications page?
  • Why aren’t unlicensed recruits appearing in My Tasks so I can update their license info?
  • Why does it say “This field requires a unique entry and the values you entered have already been used.” when I try to send an invitation to a new recruit?
  • Why did my recruit disappear from the Invitations page?
  • Will unlicensed agents have access to training via Quility U?
  • Will Key Leaders be able to see each individual team member and access more information?
  • Can an agent who has passed their exam, but is waiting on licensing, have access to Quility HQ?
  • Do agents have access to the agent directory?
  • Why can’t I recruit on the behalf of another agent in my downline?
  • Why do many of my applications have revisions requested by the Onboarding Department?
  • My recruit is trying to update their license info, but they don’t have anything in their “My Tasks”. How can they update their application with their License No. and info?
  • The application isn’t working for the recruit, and they can’t complete it.
  • My recruit is stating that nothing was saved when they clicked Save and Continue Later and tried to complete their application. Is it deleted forever?
  • Why can’t a recruit login to the Onboarding Portal? It is stating they are already registered.
  • Why can I see some of my downline’s applications and invitations, but can’t see others?
  • What email address do emails generated from the Onboarding Portal come from?
  • Why am I not receiving notifications from the Onboarding Portal concerning recruits in my downline?
  • Why did my recruit’s application disappear from the Track Applications page?
  • Why aren’t unlicensed recruits appearing in My Tasks so I can update their license info?
  • Why does it say “This field requires a unique entry and the values you entered have already been used.” when I try to send an invitation to a new recruit?
  • Why did my recruit disappear from the Invitations page?
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