Skip to main content
Findesk Onboarding

A selection of introductory videos for new users to start understanding how Findesk operates.

Frequently asked "How to" videos

A collection of tutorials on frequently queried Findesk functions.

Application View

Instructional videos on how to navigate and make changes within an application.

Entity View

A series on how to effectively manage and create individuals, organisations and other entities within Findesk.

Enquiries & Quoting

Tutorials to help you get the most out of the Quote screen.

Entity Creation

Tutorials designed to teach you how to correctly input your customer's entity structures and ensure correct information is captured.

User Settings

Features designed to increase efficiency and communication between teams.

Administration Settings

Tutorials created to assist you with background updates and key changes to findesk.

Reports & Analytics

Coming soon!

The Application Process

This series of videos will take you through an entire application process within Findesk, from Enquiry to Post-Settlement.

Webinars Collection

Collection of our Zoom webinars.

COVID - 19 Information

A collection of COVID - 19 related findesk information.