Starting point for all asset finance transactions is the addition of new deal. Ensure deal is added on the Asset Finance deal workflow (not home loan or other). Click on Add New button in the top right corner:
At this stage you need to know if the transaction is consumer of commercial. Select one option (1) - note that Commercial is set as a default.
Add client details (2) and estimated deal value (3). Deal value is typically net amount financed figure (NAF).
Deal title, deal owner and estimated settlement date will automatically populate. These can be edited during or after deal creation.
Optionally add any deal labels or custom fields. Must click Save button to create a new deal.
Completed new deal form before 'Save' is clicked.
Once added, deal card will appear in the workflow and quote and/or application can be prepared.
Watch this short video for a demo on adding new asset finance deal.