Quick Tools provide current broker tools in a quick format, enabling users to provide their clients with a quick quote on funding, product and refinance benefit.
Quick Tools can be found on the main nav bar under "Library".
There are three Quick Tools:
- Funding worksheet
- Product comparison
- Refinance analysis
In addition to Quick Tools, Library also contains a direct link to lender gateway (eg. ApplyOnline). Simply click on Library and select ApplyOnline from the dropdown list. Note that in order to see this option, users will need to have your ApplyOnline credentials added to the accreditations section.
Note: quick tools are only available to broker users with broker tools package. Check your package under Settings/Users or contact our help desk if you are unsure
Quick Tools Example
Click on Library and select Funding worksheet from the dropdown. Then pre-fill some basic client info and click on "Funding worksheet" button.
Complete the essential details and click on 'Print PDF". Use buttons below to action, e.g. add security where multiple securities are used.
Here you can also download PDF report with Quick Tools results.
Quick Tools Video Demo
Use of all current Quick Tools is demonstrated in this short video.