BrokerEngine

Move deal to the Prepare for Submission Stage on the Deals Dashboard.

A task will now be automatically created for your Team to complete the Pre-Submission Checklist which will also appear in the Task List.

The task will instruct the team member to run the Deal Submission Guide which will create one document with all the details from the Broker Wizard (funding positions, referrer splits, valuation orders, etc) and everything else the Team require to complete the Submission.

Download the 'Deal Submission Guide' in Word or PDF.

1. Move deal to the Prepare for Submission Stage on the Deals Dashboard.
2. A task will now be automatically created for your Team to complete the Pre-Submission Checklist which will also appear in the Task List.
3. The task will instruct the team member to run the Deal Submission Guide which will create one document with all the details from the Broker Wizard (funding positions, referrer splits, valuation orders, etc) and everything else the Team require to complete the Submission.
4. Within the Deal 'Go to Reports'
5. Download the 'Deal Submission Guide' in Word or PDF.

The Deal Submission Guide is the output from completing the Broker Wizard. This acts as the handover from the Broker to the Processing Team.

Deal Submission Guide

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