Workflows and Deals

Dalibor Ivkovic avatar Phillip Djukanovic avatar Messias Colle avatar +4
27 articles in this collection
Written by Dalibor Ivkovic, Phillip Djukanovic, Messias Colle and 4 others
Working in Deals

Changing secondary to 1st applicant

Changing the order of clients in your deal.
Mina Rakocevic avatar
Written by Mina Rakocevic
Updated this week

Working in Deals - Notes, Tasks, Document, Client profile/Broker tools

Use Notes, Tasks, Files, Client profile or Broker tools to capture all necessary informations and updates about a deal
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

How to Proceed to Apply Online

Filling out necessary requirements to lodge to Apply Online
Matthew avatar
Written by Matthew
Updated over a week ago

Deal Team members

Assign Team members to a deal so non-admin users can see and access ticket and also receive all Deal notifications and updates
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Guarantors

How to add guarantors in deal and how they affect servicing, buffers and document production
Zac Munjiza avatar
Written by Zac Munjiza
Updated over a week ago

Using Labels for Deals and Filtering

How to assign labels to a deal, how to label documents and tasks inside a deal and how to configure filters based on labels
Nick Nikolic avatar
Written by Nick Nikolic
Updated over a week ago

Company ABN search

Verifying company contacts and employers
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

Using integrations to verify client's position

Verifications of phone, email, address, credit checks, ABN lookup, social profile, income and expenses and property searches.
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

Copy address options in Client profile

How to copy address to reduce data entry
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago