Go through each tab entering the client information. You will know when each tab has been completed by the green tick. Once completed click on the Print Preview Link to print the Fact Find.
Click here to go to next page
Click on Products
Highlight the Mortgage product that has a tick in New Business and then click Open
Click one of these to go to yourMortgage Sourcing System
Client information passed from The Key. Use the sourcing system as you would do normally
This message will appear once you have closed yourMortgage Sourcing Software - Click here to continue
As the client you created was for Mortgage andProtection the Key has automatically fired up AssureWeb and retrieved quotes within 30 seconds
Highlight the product you want and then click illustration
Documents relating to the product are stored against your client
You have now successfully created a client and producedone quote for mortgage and one for insurance