Deal View

Use Notes, Tasks, Files, Client profile or Broker tools to capture all necessary informations and updates about a deal

Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Deal Summary Section

Under the summary section we have a quick overview of who our deal clients and other deal contacts are, basic loan details (lender, loan amount, security details...), who the deal owner is, deal labels, finance and estimated settlement due dates and any other information captured in custom fields.

The Summary Section contains icons that allow basic deal actions, as well as any third-party apps that have been integrated.

Central Menu

Add notes, tasks, and documents to deals

To add notes, tasks, and documents to a deal (via upload or merge) open the Deal View and use central commands in the middle of the screen.

Notes can be manually added or generated automatically when using automation, sending emails, SMS, recording video conference, using eSignatures. They can contain attachments and represent chronologically recorded events since deal was created.

Tasks are assigned activities to different users that need to be completed in order deal to progress. They contain task title, due date and task details (sub-tasks, repeat options, comments etc.).

Documents there is several ways to add them: upload them, create them from merge templates (print out data in Salestrekker to docx files) or request documents to be uploaded by client (using Client Portal).


To track updates and for additional options navigate between the 5 available tabs under central commands.

All - contains all events that occur with a deal in chronological order.

Notes - contains list of notes that were added to a deal and on the right hand side set of actions icons that you can perform on them (mark as important, edit, share on client and partner portal, add labels etc.)

Tasks - List of all upcoming and completed tasks linked to particular deal.

Documents - is library of all documents and media linked to this deal. In addition to containing documents, you can see Required Document checklist and perform files action on uploaded ones. Documents tab is also place where you can initiate eSignature process.

Activity - is a record of deal status changes and workflow/stage progress.

Navigating to Client Profile/Broker tools

Client Profile

Client profile is a built in fact find where you would write all necessary details about borrowers and that would be used throughout system. To open it, click on "Client profile" tab of the left hand side menu from Deal View and new screen with all fields will be opened where you can input client data.

Client Profile tab will be shown instead of Broker Tools tab in deals contained under a undefined loan type Workflow and in organizations on our CRM plan.

Broker or Asset Finance Tools

If you are Broker and you have written in your accreditations, you will have Broker or Asset Finance Tools tab available instead of Client Profile (now located as a subsection of Broker or Asset Finance Tools).

Here, in addition to Client Profile you will have an additional section for new loan details.

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