Servicing calculation will be affected with the marital status of applicant contacts.  They can be married/de fact to another applicant or non applicant (contact that does not need to be added to a deal).

They can be linked as follows:

  1. To the applicant already added in a deal
  2. To an existing contact in Salestrekker but not (currently) party to the deal
  3. To a new contact who can be added to Salestrekker (and to a deal if required)

To unlink them, simply select marital status as single or divorced.

1 - Linking a spouse who is already contact in a deal

  • Go to contact Family Relationship section in Broker Tools
  • Select Marital status as Married or De Facto
  • Select a contact name from the dropdown 'Add spouse details'
  • Add dependants (Will need to add any additional dependants for the second applicant as well, use '0' if no additional dependants)

2 - Linking an existing contact in Salestrekker

  • Go to contact Family Relationship section in Broker Tools
  • Select Marital status as Married or De Facto
  • Select a 'Search existing contacts' from the dropdown 'Add spouse details'
  • Search for their first name, surname field will auto-populate. 
  • Add dependants
  • If the spouse is a party top a deal then add them to a deal from Deal View or Edit Deal screens.

3 - Linking a new contact

  • Go to contact Family Relationship section in Broker Tools
  • Select Marital status as Married or De Facto
  • Select a 'Create a new contact' from the dropdown 'Add spouse details'
  • Add their first name and surname fields 
  • Add dependants
  • If the spouse is a party top a deal then add them to a deal from Deal View or Edit Deal screens.


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