1. Home
  2. Introducer
  3. Introducer: How to Upload Documents for your Proposals

Introducer: How to Upload Documents for your Proposals

Overview

Speedlease lets introducers securely upload documentation to support their proposals, this is directly and securely uploaded into our CRM system – this helps us process your proposals as quickly as possible.

Step 1

Log into Speedlease, if you haven’t logged in before you’ll have create an account.

Step 2

Navigate to the “MY PROPOSALS” section.

Step 3

Select the “ACTIONS” button beside the application you want to upload documents to and click on the “Upload documents” tab.

Step 4

Drag and drop the documentation required into the box provided.

Updated on June 22, 2021
Was this article helpful?

Related Articles

Leave a Comment