Introducer: How to Manage your Finance Proposals

Overview

Whenever you wish to make changes to your finance proposals, Speedlease gives you access to various actions that enable you to manage or modify any proposal.

Step 1

Navigate to the “My Proposals” section.

Step 2

All your finance proposals can be filtered by status, or client in the dropdown boxes below. Each proposal clearly displays; the clients account name, finance solution type, payment profile, payment frequency, term length, , monthly repayments, commission and stage of the proposal.

Step 3

You can perform various actions to manage your proposals;

1. Documentation can be uploaded securely to support your proposal.
2. The Application amount can be edited depending on the stage of your application.
3. Your proposal can be closed.
4. Your proposal can be put on hold.