Strategy

Interview Guide

• Quick Compliance With The Interview Guide

Product Scenarios

• Insert a Product Scenario into a Smart Doc (Proposal)
• Customise an Existing Product Scenario
• Build a Product Scenario
• Import a Product Scenario into a Lead or Deal
• View a Product Scenario
• Product Scenarios Overview

Funding Position (New)

• Manage the Default Funding Position
• Navigate the Lodgement Funding Position
• Create a Lodgement Funding Position

Funding Position (Classic)

• Clone Funding Position (Classic) and Work with Different Deal Types
• Funding Position in Client Advices & Reports
• Funding Positions (Classic) Tips and Tricks - Import and Insert
• Funding Position (Classic) for a Purchase and Refinance with Standalone Securities
• Introduction to Funding Positions (Classic)
• Creating a Basic Funding Position (Classic)

See all 9 articles

Smart Docs

• Using Tables in Smart Doc Templates
• Edit a Smart Doc Template
• Create a Smart Doc Template
• Generate a Smart Doc