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Create a Loan Strategy Report™️- Smart Docs

Generate a client-facing proposal document that you can present to a client.

Samantha Nichols avatar
Written by Samantha Nichols
Updated over a week ago

Contents

Create a Smart Doc (Proposal)

Edit a Smart Doc (Proposal)

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Create a Smart Doc (Proposal)

To create a Smart Doc (Proposal):

  1. Open the lead or deal for which you want to create a proposal for.

  2. Click the Strategy tab and navigate to Smart Docs. Click Create.

  3. BrokerEngine will display a list of templates available for you to use.

    Pick a template to use for the proposal document and click Use Template.

  4. BrokerEngine will generate the proposal and display it in the editor. Continue to make any desired edits, as needed. For example, you might need to insert a product scenario.

  5. Click Save.

Edit a Smart Doc (Proposal)

To edit a proposal you created earlier:

  1. Open the lead or deal.

  2. Click the Strategy tab and navigate to Smart Docs.

  3. Click the name of the proposal you want to edit.

Related articles

Insert a product scenario into a Smart Doc (Proposal)

Create or edit a Smart Doc (Proposal) template

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