Real Sorvynn outputs · Review prep
From system hunting to a complete meeting packet.
A review lands on the calendar, so Sorvynn builds the packet — current records, performance, and the questions, changes, and exceptions that deserve attention, already surfaced.
1Reaches your employee
2Sorvynn's output
3You approve
ReviewReview preptoday · 09:12
Q3 review packet ready — Patterson Family Trust
Tuesday's review is on the calendar, so Sorvynn built the packet — positions, performance, and the client's kitchen-renovation question, already surfaced.
What Sorvynn prepares
It gathers positions and activity, drafts the talking points, and pulls in what the client already raised — like the kitchen-renovation question from last Thursday's email.
What your employee decides
The advisor walks in as the reviewer, not the data collector — review, edit, and approve the packet before the meeting.
What the company keeps
What gets corrected or emphasized shapes the next packet the company prepares.