2. Pre Research Checklist, Loan Proposal, Broker Handover & Deal Submission

The purpose of this training video is to walk you through the second half of the Leads Dashboard. Including features such as the Interview Guide, Proposals, the Broker Handover Checklist and the Broker Wizard.

By the end of the video you will have a basic understanding of the following:

Intrigued by our Proposals feature? Click here to explore customising your own loan strategy report.

Time Stamps
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3:00 Pre Research Checklist
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5:10 Research Spreadsheet
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8:34 Editing Checklists
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11:10 Prepare proposals
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12:40 Prepare Loan Proposals Workflow
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13:57 Interview Guide and Funding Positions
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14:17 Compliance Mini Wizard
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16:57 Use of Interview Guide Templates
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18:19 Product Comparison Section Interview Guide
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18:33 Funding Position
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18:57 Creating Multiple Funding Positions
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20:57 Loan Splits
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22:25 Proposal Templates (Selecting and Generating)
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29:50 Loan Proposal Presented Stage
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30:44 Complete Broker Handover Checklist
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32:20 Broker Wizard (Handover Tool)
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35:36 One Click Workflow (Formerly Deal Indicators)
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37:55 Allocating the Handover to your LP’s
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38:31 Moving Your Lead to the Deals Stage
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39:15 Prepare for Submission Stage
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39:47 Deal Submission Guide
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41:20 Actionable Items BEEP