Under the workflow stage progress of the deal is the menu for Deal View Tabs selection, clicking on each option opens the corresponding tab.

The Overview page is split into two sections:

The left side contains basic information about the deal in several subsections (contacts, loan info, deal info, relationships and deal ref number).

On the right side you will find the latest deal notes, files, checklists, summary notes and content that was marked as important.

In this subsection the contacts in the deal are shown with their basic information:

Clicking on the three-dot button next to the contact name opens up an action menu which allows you to call, SMS, email the contact, and open the contact view page:

Clicking on the copy button next to the phone number and email copies said information to the clipboard.

Displays information on the recommender product, loan amount, security address.

Displays the info about the deal owner (broker), deal type, status and state, expected settlement and finance due dates and deal labels.

Displays details of the employer contact person.

Displays due and overdue tasks and notes that have been marked as important.

Next to each task/note is a three dot button which opens up a menu for editing, adding/removing labels, removing the item from important content section and an option for archiving it.

There is also an arrow button, next to the three dots, for expanding the task/note and viewing its content.

Here, you will find the most recently created deal notes.

Maximum of 3 notes will be listed.

From the 'Actions' menu (three dots) you can edit the note, add\remove note labels, mark the note as important or archive it.

The arrow button will expand the note to show its content (comment).

Shows tasks that have been grouped into a checklist.

From the 'Actions' menu (three dots) you can edit the task, add\remove task labels, add a note or upload a file to the task, lastly you can archive the task.

The arrow button will expand the note to show its content (comment).

Here you can view the application summary note.

This is added or can be edited on the 'Edit deal' page.

Here you can find the latest uploaded or created deal documents and other files.

Maximum of 3 files will be listed.

In the notes section you will be able to see all notes that have been added to the deal.

To select all notes, click the square checkbox located in the top-left corner.

To select multiple individual notes, click the checkbox next to each desired note.

Once a selection has been made, a menu will come up for bulk-actions that can be done on the selected notes.

Available note bulk actions: archive.

Searching notes is done by entering keywords in the search field.

Clicking on the 'Filter' button next to the search field opens up a menu through which you can filter notes by note type, attachment type, by user and by label.

Additional checkbox criteria are for notes that have been marked as important or have attachments added.

Note 'Actions' menu will give you options to:

To archive a singular note, click the three dots icon and choose 'Archive note'.

Next, follow the confirmation prompts.

Begin by entering your organisation’s full name (you may copy and paste it from the message content in the prompt). Finally, enter the note title and click the 'Archive' button.

Deleting a note can only be completed from the Archived notes list.

First, go to the 'Notes' tab and click the crossed-eye icon to see the archived list.

Then, click the three dots icon and choose 'Permanently delete note'.

Next, follow the confirmation prompts.

Begin by entering your organisation’s full name (you may copy and paste it from the message content in the prompt). Finally, enter the note title and click the 'Delete' button.

Please note that this process is IRREVERSABLE.

Displays a list of tasks associated with the deal.

Each task item is presented with basic information: name, due date, priority, labels and who are the people assigned to the task.

To select all tasks, click the square checkbox located in the top-left corner.

To select multiple individual tasks, click the checkbox next to each desired one.

Once a selection has been made, a menu will come up for bulk-actions that can be done on the selected tasks.

Available task bulk actions: label or archive.

Searching tasks is done by entering keywords in the search field.

Clicking on the 'Filter' button next to the search field opens up a menu through which you can filter tasks by priority, progress, by user and by label.

Additional checkbox criteria are for tasks that are due or overdue.

Task 'Actions' menu will give you options to:

To archive a singular task, click the three dots icon and choose 'Archive task'.

Next, follow the confirmation prompts.

Begin by entering your organisation’s full name (you may copy and paste it from the message content in the prompt). Finally, enter the task title and click the 'Archive' button.

Deleting a task can only be completed from the Archived task list.

First, go to the 'Task' tab and click the crossed-eye icon to see the archived list.

Then, click the three dots icon and choose 'Permanently delete task'.

Next, follow the confirmation prompts.

Begin by entering your organisation’s full name (you may copy and paste it from the message content in the prompt). Finally, enter the task title and click the 'Delete' button.

Please note that this process is IRREVERSABLE.

This tab lists all files that were created or uploaded to your deal.

Each file will have brief description i.e. name of the file, date of the upload, file size and type.

To select all files, click the square checkbox located in the top-left corner.

To select multiple individual files, click the checkbox next to each desired one.

Once a selection has been made, a menu will come up for bulk-actions that can be done on the selected files.

Available file bulk actions: download or archive.

Searching files is done by entering keywords in the search field.

Clicking on the 'Filter' button next to the search field opens up a menu through which you can filter files by type, by user and by label.

You can also combine multiple DPF documents into one.

First step is to turn the toggle switch to the 'on' position.

Then select the PDF documents you want to combine.

Lastly, click the 'Combine PDF' icon.

Next to each file there is a three dot button which presents you with actions you can perform on each file, such as:

You can preview any file that has been added or created in a deal by accessing the main file drop-down menu.

If you assign a specific system default label to the file, that file will also be visible for preview in the tools section of the deal.

For example, if you assign the label 'Identity Document' to a file, it will enable the preview option for that file in the Home Loan > Client Profile > Personal Details > Identification section.

To archive a singular file, click the three dots icon and choose 'Archive document'.

Next, follow the confirmation prompts.

Begin by entering your organisation’s full name (you may copy and paste it from the message content in the prompt). Finally, enter the file title and click the 'Archive' button.

Deleting a file can only be completed from the Archived files list.

First, go to the 'Files' tab and click the crossed-eye icon to see the archived list.

Then, click the three dots icon and choose 'Permanently delete file'.

Next, follow the confirmation prompts.

Begin by entering your organisation’s full name (you may copy and paste it from the message content in the prompt). Finally, enter the file title and click the 'Delete' button.

Please note that this process is IRREVERSABLE.

Displays the list of client Required documents in the deal, shows when they are due and if they've been requested from clients.

To include a list of required documents you will request from the client(s) when sharing the Client Portal, please refer to the instructions in our Quick Actions article.

To select all required documents, click the square checkbox located in the top-left corner.

To select multiple individual documents, click the checkbox next to each desired one.

Once a selection has been made, a menu will come up for bulk-actions that can be done on the selected docs.

Available required docs bulk actions: archive.

Searching required docs is done by entering keywords in the search field.

Clicking on the 'Filter' button next to the search field opens up a menu through which you can filter docs by user and by label.

Task 'Actions' menu will give you options to:

To archive a singular required doc, click the three dots icon and choose 'Archive required document'.

Next, follow the confirmation prompts.

Begin by entering your organisation’s full name (you may copy and paste it from the message content in the prompt). Finally, enter the doc title and click the 'Archive' button.

Deleting a required doc can only be completed from the Archived required docs list.

First, go to the 'Required Documents' tab and click the crossed-eye icon to see the archived list.

Then, click the three dots icon and choose 'Permanently delete required document'.

Next, follow the confirmation prompts.

Begin by entering your organisation’s full name (you may copy and paste it from the message content in the prompt). Finally, enter the required doc title and click the 'Delete' button.

Please note that this process is IRREVERSABLE.

Shows completed (populated) custom fields which were used in deals.

Allows users to track what happened to and in the deal, e.g. who and when updated information in which section of the deal, files that were uploaded, deal status changes, deal ownership changes, client activity in Client Portal, referrer activity in Partner Portal etc.

Automation tracking is also possible, you can track if an automation was triggered and did something.