Completing the Credit Quite
To view the Credit Quote tab, simply navigate to the left side menu while in Deal View of Home Loans or Asset Finance deals.
home loans:
asset finance:
Fees and charges are added from the "Add new" button.
home loans:
asset finance:
Once you've completed the details of all added fees/charges, click the "Save" button.
home loans:
asset finance:
Download Document
If you are adding fees and charges for the first time, the 'Download document' option will remain locked until you have saved the changes.
If you don't have the 'Download document' button, this means that the Credit Quote document template isn't labeled with the 'HL CQ' label for Home Loan applications or 'AF CQ' label for Asset Finance applications.
This label is added in Settings > Templates > Documents tab.
Once you've saved the credit quote inputs, click the 'Download document' button to download it.
Downloading the document from the Credit Quote page will save it to the deal Files tab and download it to your device.
