To view the Credit Quote tab, simply navigate to the left side menu while in the Deal View of Home Loans or Asset Finance deals.
Fees and charges are added from the "Add new" button.
Once you've completed the details of all added fees/charges, click the "Save" button.
The "Download document" button will save the Credit Quote document to the deal Files tab and download it onto your device.
If you are adding fees and charges for the first time, the "Download document" option will remain locked until you have saved the changes.