What is the Broker Wizard?
The purpose of the Broker Wizard is to give brokers an efficient and uniform process to handover all the essential information the processing team will need to complete submission and track the deal to settlement.
Why use the Broker Wizard?
Completing the Broker Wizard limits the back and forth between Team and Broker, reduces errors and importantly, sets up the deal for future automation.
When to use the Broker Wizard?
The Broker Wizard is generally completed as the last step on the Leads Dashboard, when the client has committed to moving ahead with their application.
How to use the Broker Wizard?
Open the deal you would like to complete the Broker Wizard on
Click on the 'BrokerWizard' tab:
Complete steps 1-17 of the Broker Wizard
Once the wizard has been completed, move the deal to the appropriate stage on the deals dashboard. This will generate a task for the team to download the Deal Submission Guide which is the output from the Broker Wizard.
Check out the video below for walkthrough of using the Broker Wizard for effective delegation: