One of the new features in Salestrekker 2.0 is the addition of Scenarios. This allows for multiple new loan scenarios to be created inside a deal, regardless of its type.
Creating Scenarios
Once in Security details tab, on top right corner, you have an option to "Add Scenario".
The maximum number of scenarios you can add is four.
If there is only one scenario created, the system will automatically select it.
Name of scenario can be edited under Scenario name field.
How Scenarios Works
The main idea behind this, is that you can have broad spectrum of possibilities inside one deal.
For each scenario, you can have:
Different Security
Different type of loan
Different Product
Select/Remove Scenario
The scenarios can be edited from four different pages under Broker Tools:
Security details
Funding Worksheet
Product Search
Compare products
Navigating through scenarios is done from the scenario tabs located at the top of one of those four pages.
Picking a desired scenario to proceed with is done via the "Select" button.
A chosen scenario will have the word "(Selected)" in its title.
If you would like to remove a scenario, you can do so by clicking the "Delete" button.
Please note that each scenario deletion will require confirmation through a separate popup window.
