Start a repeat client鈥檚 next deal in seconds, and record every loan against the right security property.
Who this is for: Brokers
Clone an application
Open the deal, click the options menu and select Clone.
Check the client's contact details.
Choose what to copy: fact-find documents, loan details and bank statements. Loan details and bank statements are unticked by default, because a new application usually needs fresh ones.
Confirm. The new deal opens and appears in the New column.
Tip: "Do not send welcome SMS and email" is ticked by default, which suits multi-part applications. Untick it if it's been more than a year and the client needs an updated credit guide.
Link multiple loans to one security property
Open the home loan application and go to the Loan tab.
In Property Details, link as many loans as needed to a security property, and add as many properties as you need.
Once settled, complete all loan details so they flow to Client Retention.
Need a hand?
Email [email protected] and our team will get back to you.