You can generate client-facing advices from a lead or deal. BrokerEngine automatically populates these reports using the information you entered into the file throughout its lifecycle. This article shows you some report examples.
Learn how to download a client-facing advice manually here.
Contents
Prerequisites
None.
Funding position report
Generate this concise report from the default funding position on a lead or deal. Share this document with clients who want a rundown of the funding scenario that you've discussed.
Loan submission advice
This advice is typically presented at the submission to confirm the loan details and proactively provide information on the next steps.
Formal approval advice
Generate this report after confirming the loan details using the Formal Approval Checklist. This report assures the client you've confirmed the loan details are correct per their prior discussions with you and your office.
Settlement advice
Create the settlement advice after completing the Settlement Checklist task. This report uses information verified from the checklist task.
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