Borrow Smart Analysis – FAQ
Q - Where do I find the BSA software download?
Click here to go to the download page to download the software.
Q - I downloaded and installed the software , now what?
You will receive an email from the following support@iborrowsmart.com (please add this to your allowed send/receive list in your email spam filter). Within the message, you will have a link if you haven’t downloaded the software already. This email also contains your registration number (bottom). Note: After downloading the software, open by clicking the BSA logo on your desktop, then go to the “Edit my Profile” page to insert the registration ID. THIS IS VERY IMPORTANT. We’ve found many of the problems are generated by this small, but important step.
SAMPLE REGISTRATION EMAIL: From: support@iborrowsmart.com [mailto:support@iborrowsmart.com]
Sent: Monday, October 26, 2009 1:04 PM
To: (your email address here)
Subject: PLEASE SAVE THIS EMAIL -- Borrow Smart Analysis Software Registration Confirmation ID
Thank you for registering the Borrow Smart Analysis program. This email is a record of your registration. If you have not already downloaded and installed the software, you may do so at the following web address: http://www.iborrowsmart.com/desktop/amp/install.html IMPORTANT: When you first run the program, you should immediately create and update your personal and company information in the "Edit My Profile" button. The last field is a request for your "Registration ID": Please copy and paste the following "Registration ID" into your profile - if you don't complete this step, your software registration will automatically terminate in 30 days.
Your registration ID: 2dc73df8-d097-401d-9d80-*&&&$%^$)*&^%
If you have any problems, please contact us at support@kendalltodd.com.
Q. I have a laptop and home computer that I want to set up the BSA on both. How do I do that?
A. After you install the software on both computers, email support@kendalltodd.com and we will turn on a feature that allows you to transfer files between two computers. When you transfer a plan to someone it goes to our server, and next time they open the software it pulls that down to that user, with one user that has two installs, they transfer the plan to themselves from the drop down list, and the next time they open the software (must be the other computer), it will pull them down onto that computer... this is a short term solution until we release our web hosted alternative...
Q - Will there be a web version? Can I use with my IPad or MAC computer?
A web version is being developed for July 15th, 2010 target release. You'll have the option of running the software on your desktop as a stand alone installation, or running it via the web where you can access it from anywhere and have a common database available to you and your team. The web version will work with MAC, IPads, even IPhones.
Q. How do I know I have the lastest version?
A. The software updates every time you run it, you should always have the most recent version.
Q -How is client data used or protected? Is it in writing somewhere? Who has access to the data? Does Kendall Todd use it or sell it to anyone? What is your privacy policy?
A - Your data is as safe as your computer, as the client data is stored on your computer. Only you or those you share this data with can access it. We never sell or share data with any third parties. You can view all our Policies here.
Q - How many Lessons/Tip emails should I get or expect?
A - The initial training campaign is 21-Days. We are developing two additional series on Sales and Marketing using the Borrow Smart Analysis and you'll receive those automatically.
Q - I’m missing some lessons, where are they being sent?
A - Check your spam folder. Lessons are generated via bounce@infusionmail.com [mailto:bounce@infusionmail.com] On Behalf Of Todd K Ballenger. Make sure you allow that address to be delivered to your inbox. Additionally, all lessons can be found on the Borrow Smart Software Training Page.
Q - The application closes with an unspecified error when hitting the Repay tab on a plan. I went to reinstall and dotnet keeps erroring out (1036).
A - This is what happens when .NET 3.5 SP1 is not installed. You should re-install from http://www.iborrowsmart.com/desktop/amp/install.html without deleting the current version. No need to re-register. If this does not work, please update your .NET manually and make sure all updates are current on your computer.
Q - After downloading the software and setting up my profile page when I click on Edit My Profile it will not let me change my logos or graphics.
A - Once you place the registration ID in the “Edit My Profile” tab, you should have access to all the options. If you have misplaced the registration email sent to you just after downloading, send an email to support@kendalltodd.com and wewill forward your registration code.
Q - I’m not seeing the “Savings” in page 15 or 16 of the report, is there a reason for this?
A - The slider was slid to Repay, not Save… when you slide to save your data will be included in the report. It is WYSIWYG, if you have that collapsed and not open then that analysis will not go to the report…
Q - The install was 98% complete when it stopped and I received a message that the install did not complete?
A - Reboot your computer, see if it installed by looking for the icon, or looking in the folder called KendallTodd, some older computers seem to have this issue if a service pack was not installed. If you reboot and don’t find it we can send you a direct link for a fresh installation - support@kendalltodd.com.
Q - After running the software several times successfully and creating several plans, my software stopped working, what should I do?
A - The user should be able to go to http://www.iborrowsmart.com/desktop/amp/install.html and reinstall, as long as he has not uninstalled the program via the control panel. The re-install should act as a manual upgrade, keeping the user’s database intact. *That said, however, there are occasions when a re-install has wiped out the user’s database. Only If the user is technically inclined, I would recommend that he first search on his system for a file called “BorrowSmartData.sdf” (The file is hidden by Windows, so he will need to search in hidden files and folders to find it.) This file is the database that holds all his information, clients, and plans. He should be able to COPY the file to his desktop as a backup. If a re-install wipes out all data, then COPYING the file back should restore it.
Q - If I am reinstalling the software, should I re-register through the registration web page?
A - Users should NEVER need to re-register via the registration web page. The process of registering creates for each user a specific Registration ID. But after they have registered once, users should always install or reinstall the software from http://www.borrowsmartanalysis.com/software/install.html
(which is where they go after filling out the registration form, and is the URL included in the welcome email). Users can continue to use the same Registration ID for any version of the software on the same computer, without the need to re-register. There is nothing technically preventing a user from using the same Registration ID on multiple computers.
Q - If I add someone to my network, will they receive the training?
A - Yes, they will also receive the training drips when they register. We'll help to get them up and going, and you can follow up and talk about how you plan to support them directly.
Q. We have a policy here that all software is either packaged for deployment, or hosted in Citrix. User's don't have rights to install software, and we don't provide a desk side solution for installation. To that end, I have been working with our deployment team and they are running into problems packaging Borrow Smart Analysis. Do you have availability to discuss this?
A. The key is that our software uses Click-Once deployments so that we can roll out updates to users without the need for a company’s IT department to re-install new version (on a bi-weekly basis).
1) Regardless of whether the users are given permission by a company’s IT department to install the software, they are able to from our server. This is because our software makes no changes to the system registry and does not require administrative control over the computer to install. (A major advantage of a Click-Once install). This also allows us to get updates to the users – each time the software is launched, it will check for an update from the server, and install the latest version.
2) Actually, the software MUST be installed using the end user Windows account. Click-once installations put the software in the user’s personal directory. If an IT person installs the software using an administrative account, it will not work for that user, because it will be placed in a directory that is hidden from the user.
VIDEO Answers:
1) How do I make money with your software as a financial advisor? Is this message relevant in today's current climate? Watch Video Response
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