Click the tile below to access the Status and Sub-stages guide.
Click the tile below to access the Tax Invoice request guide.
Click the tile below to access the File Notes and Document Storage guide.
Click the link below to access a guide on how to segment your database in Nodifi CRM.
Click the tile below to access the Lender Resources guide.
Creating a new deal Go to the top right hand of NodifiCRM and click +NEW then click DEAL Deal Assignment The created deal will automatically be assigned to the creator, this can be changed if there are multiple loan writers within y...
To Send the Privacy Consent Credit, Credit Guide and Quote, navigate to the “Actions” tab on the right hand side of the deal. You will need to create a deal before you are able to issue these documents. Sending the request via SMS O...
To initiate a Bank Statement request, navigate to the “Actions” tab on the right hand side of the deal. Sending the Request Once you’ve clicked on the Bank statement request button, you’ll be able to choose one or more people to recei...
To initiate a Document request, navigate to the “Actions” tab on the right hand side of the deal. Requesting the required documents Using the Send To drop down, you’ll be able to select individuals you’d like to collect documents...
A client portal enables your customers to complete an online application and upload the relevant supporting documents for their application. The portal is designed for customers to self-serve, and for brokers to provide customers with choice. A c...
This deal type relates to an asset that is used for business purposes Creating a new deal Go to the top right hand of NodifiCRM and click +NEW then click DEAL Deal Assignment The created deal will automatically be assigned to t...
Under the Tools section in your main navigation tab, you will be able to use a feature which allows you to determine client servicing. Please note that this tool should be used as a guide, bonafide servicing information can be accessed with t...
To enable you to determine your clients salary, use the year to date calculator to provide you with accurate information related to net and gross earning for the financial period. Head over to Tools, then click the Year to date calculator fea...
AutoGrab is a tool that is designed to help you value a vehicle that the client wants to purchase. This information comes in very handy when you are determining the LVR of the loan. Head over to the Tools section, and click AutoGrab. ...
To avoid having to navigate to external systems, we have built an ABN look up that is directly linked to the abr.business.gov.au website which provides you with business trading information. Head over to the Tools section, and click ABN Lo...