The Deal Submission Guide is a Broker Wizard output that the broker gives to the Processing Team. The guide contains the essential information the team needs to complete the submission and track the deal to settlement.
Contents
Prerequisites
None.
Locating the Deal Submission Guide
Move a card to the Prepare for Submission Stage on the Deals board. Open the Tasks page. BrokerEngine automatically generates a task for your team called Prepare for Submission. Click the task to read the details.
Downloading the guide
The task list instructs your team member to download the Deal Submission Guide, a document with all the details from the Broker Wizard (e.g. funding positions, referrer splits, valuation orders, etc.), plus everything else the team needs to complete the submission.
To download the guide:
Open the deal in full view mode.
Click the Reports tab.
Download the Deal Submission Guide as a PDF or Word doc.
