Default document templates
Salestrekker comes with a default set of compliance documents that have our own branding. These documents are:
Credit Guide and Privacy Disclosure
Fact Find Record (this is a printout of already completed Fact Find in Salestrekker)
Credit Proposal (this is one document containing both Credit Proposal Disclosure and Preliminary Assessment)
Credit Quote
In addition to these documents, we have added Funding Position, Product Comparison and Refinance Comparison documents as stand alone sales documents.
If you are our aggregator deployment user, please contact the relevant aggregator BDM regarding any compliance documents queries.
This article will further explain how you can rebrand or modify our default compliance documents.
Downloading document template
Go to Settings > Compliance Templates and click on the name of document you want to download.
It will automatically start the download and save the document to your device.
Editing document template
Opening the document in Microsoft Word you can edit the following:
Add your logo (replace Salestrekker logo)
We recommend not to add logo in header, but in the paragraph space of the first page.
Instead of an image, you can use our logo merge key (in case you have uploaded your logo in Settings > Details tab)
Change the colour of Primary and Main header text using 'Modify' paragraph option in Word (see first image below)
Modify table look and feel (optional)
Select a table in the document and then on the toolbar select 'Table Design'. We have defined table style 'Salestrekker'. Right click to modify all tables in the document (see second image below)
Change any compliance text to suit your licensee
Do not change merge codes as they are set to print relevant information
Upload your version of document template
Once your document is ready, save it as .docx file document.
Go back to Settings > Document Templates tab > click on 'Add new' button. You can either drag & drop your document into the popup window or browse your device and select document for upload.
Maximum number of documents per upload is 10.
Once upload completes, your document version will show up on the templates list.
Last is to select and archive our default documents and apply the appropriate document labels onto your versions.
IMPORTANT
Ensure that your (and your team members) individual and organisation professional licence settings are as follows:
Account Professional Licence are edited in Settings > My Account tab
Organisation Professional Licence are edited in Settings > Details tab
These fields will merge in the 'About Us' section of each document as follows:
