Duplicate a home loan deal to asset finance

A car purchase often follows a home loan settlement. Most users will have fully completed fact find for their clients that just settled a home loan application.

How to steps

1 - Go to the settled deal, click on edit button and then click on duplicate in the drop down

2 - Select Asset Finance workflow and Deal owner (if different to the current)

Note: Deal owner needs to have access to asset finance workflow and asset finance lender accreditations added in settings.

3 - Decide if the deal is Consumer or Commercial in nature. Select one option:

4 - Rename deal and complete Asset Finance Quote/Tools