New opportunity
Lodge a referral on behalf of a referrer. Choose who it's for, then the client and loan
1
Referrer
who the deal is forNo referrer found.
Referrers are listed by organisation and account owner. The opportunity is recorded as created by the user you pick, so it shows in their portal.
2
Client
is this a new or existing client?
Choose a referrer first. Only that organisation's clients are listed.
3
Detailed opportunity information
Opportunities require detailed loan information. If you do not have these details at this time, we can complete these details later.
I do not have further information at this time
I have more loan information
5
Terms & conditions
0 of 4 confirmedProgress
1Referrer-
2Client-
·Brief overviewrequired
3Loan informationlater
5Terms & conditions0 / 4
On save
Save & submit checks the required fields and sets the status to Opportunity.
Save and return later saves whatever is filled in as a Draft, so you can finish it later.
A new client is created against the referrer’s organisation, even for a draft.