Advisor360 - MMLIS Forms

A360 Dashboard - Operations – Forms Tab is the Forms Library where you can find most of the MMLIS new business and servicing forms, including both NFS and other sponsors.

Functionalities

• Search for forms
• Save frequently used forms to My top Forms list
• Pre-fill forms from existing accounts or contacts
• Start the Docusign envelope and send form directly to client
• Forms widget available in Advisor360 Dashboard for easy access

• Using to EasyFill to pre-fill forms
• Forms Reference Guide
• Editing Forms in Account Opening Reference Sheet