Credit quote needs to be issued prior to credit assistance provision.

Open the deal for which you need to generate a credit quote. Fees and charges section is located in 'Credit quote' tab in Deal View.

Click on 'Add fee and charge' orange button in top righthand corner.

From the drop down menu, click to add fees and charges that you are requiring borrower to pay in the prompted sections.

Once you are finished adding and completing the fee details, press on 'Save PDF to deal' button located above the 'Add fees and charges' button.

The generated PDF will be located in 'Deal View' > 'Documents' section.

If you are using eSignature, click on eSignature icon to request signature (depending on the provider for which you have credits, it will either be the squiggly icon, the downwards arrow icon or both).

Note that the signature and date panels may already be added to the template.

If you don't have signature panel added to your template, you can instead add them directly in the signature request editor (drag and drop from the menu on the left). Click 'Send' or 'Send envelope' button in top righthand corner to send the request.  

Client(s) will receive an email with eSignature request. Once client signs the document, a copy of the signed version will save in the system in your deal view > Document tab. Also a notice will be made in Notes tab, with attached signed document.

Don’t forget to add a credit quote label to that document. Signed document has the audit trail on the last page.

Here is a video demo of this feature:


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