Streamline your sales order automation for mortgage with airSlate SignNow

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start recording at 5:00 we first need to open up a client file go to the left menu and from now slope client the client that we wish to open and click on open client from here select the flat find option on the left hand side to open up the client flat find sales selection screen this screen will contain a lot of your information a list of all of the sales that you've carried out with the client over time in this case just the one but there's also a series of buttons the name of some open new sales closed sales and manager sales process as well as that underneath this list of sales we have a series of dates that can be completed either manually or automatically including disclosure information contact etc in order to open a sale highlighted in the window above click on open sale and that will open up the flat side within the file find you can see a series of tabs that make up the different sections of the flat find in the different areas of completion this is a mortgage or second charge where as the protection and gie element of the fat find has been turned off we can enable that in a later date green ticks indicate that the data has all been completed in terms of mandatory fields the Red Cross indicates that a mandatory field is awaiting completion and the mandatory fields can be seen through the red exclamation marks if I complete this mandatory field you see the exclamation mark disappears and the green tick is now present that indicate I've completed this tab data is entered through dropdowns radio buttons or free text were required the financials tab allows me to record income and expenditure information the total annual income is actually added through the use of a more button here we open up another window or we can see where we can add basic salary and additional overtime etc there's also a budget planner which allows us to record budget information and this also takes advantage of more buttons here for transport allowing us to record a breakdown of all expenditure items click ok to close the window the employment tab allows us to record the employment information initially we can record whether the individual is employed or self employed or not employed and then we can open up the in details window which one allows the record further information which changes ing to whether the client is employed or self employed we can also record additional employment information such as the retirement age or insurance number the current war we did not a mandatory tab as the client may not have a current mortgage but this screen will allow you to record multiple parable which is if possible or if that's appropriate for the client the rest of the screen will display information relating to each individual mortgage including the loan outstanding etc and this information can be used later in the process the new mortgage or loan tab will indicate whether a loan is being taken out on a second charge basis or record the basic details of the type of mortgage being required such as a remortgage in this case we can add multiple different new mortgages if required clicking on the add another need button and each one will have the three tabs you see on the screen the new mortgage loan tab will allow us to record basic information about the loan purpose any existing mortgages goods are being related to and if there are additional borrowings taking place we can record the details by clicking yes and adding the details you see including whether a second charge is to be considered on us the second tab is the property tab and this allows you to record information about the actual mortgage property and the preferences tab is made up of two different tabs dealing with both the preferences in terms of product and price on this screen and then on the second tab the risk questions and all of this information will be pass rates sourcing where appropriate the existing tab screen allows us to record any existing policies that the client has prior to our engagement with them and the notice tab allows us to record notes or to the client the sale or indeed the product these will normally be always visible on the right-hand side but if your screen resolution is too small you'll be on the notes tab shown once complete we can return to the sale selection screen and we can see that the fat flying completion date has been automatically added to confirm of completion