Asset Finance tools are available to users with this feature enabled.
Click on Asset finance tools button in the deal view side bar:
Asset details tab
Note that data will carry over from the Quick Quote. Complete remaining asset details (1), add any trade in details (2), optionally add further asset description (3), add deal name (4, note that saved vendors will show in search), and optionally add any insurance products (5):
Select products tab
Choose lenders to compare (1) add loan structure (2) and policy guidelines (3) - note these should carry on from the quick quote. Click on 'Search' button:
Select up to four products to compare:
Products will display extensive comparison details, including servicing calculation (net surplus) for each lender and net comparative saving:
Set a preferred product:
Finance proposal tab
Check everything is in order under Finance Proposal tab. Note that Amortisation Schedule/Structured payments option is available here:
Edit Finance Proposal by switching toggle to 'ON':
Set correct commissions group on the drip down in Commission tab. Note that first option will be automatically selected:
Compliance comments and documents tab
Complete relevant compliance comments, and verifications completed in the Compliance tab. Produce compliance documents by clicking on 'Create Documents' button in the top right corner:
Preliminary assessment tab
This is a summary tab with all key deal information displayed on one screen:
We are adding lender gateways as they become available to us. Currently, gateways are available for ANZ, Westpac, StGeorge, Capital, Pepper and RateSetter. We are working on adding Latitude, FirstMac, Metro gateways this year.
Speak to your Macquarie bank about enabling Macquarie gateway in Salestrekker.
Watch these two videos for demo on Asset Finance tools completion.