You can generate client-facing advices from a lead or deal at any time. The aim is to pro-actively keep your clients updated at key milestones with the key information at specific parts of their loan application journey. Not only does this give your clients peace of mind throughout the process, it's reduces the amount of incoming calls from your clients.
BrokerEngine automatically populates these reports using the information you've entered into the card throughout its lifecycle. This article showcases the reports/advices available to use throughout the lead and deal process.
Learn how to download a client-facing advice manually here.
The following advices and all reports located in the Reports tab are not customiseable. This is due to them being dynamic, depending on certain deal types and one-click-workflows, the reports will adjust to provide the relevant information.
Check out our Smart Docs feature if you would like to create custom reports or documents.
Contents
Prerequisites
Funding Position Report
Loan Submission Advice
Formal Approval Advice
Settlement Advice
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Prerequisites
There are checklist items at the relevant stages of the deals dashboard to ensure the particular fields these reports pull information from. By following the checklists carefully, you ensure that your reports will generate 100% complete to easily send on to your clients.
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 quick 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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Download a Client Facing Report or Advice
Link a Client Facing Report or Advice to a Workflow Email to Automate