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 the creator, this can be changed if there are multiple loan writers within your organisation.
Application Type
For a standard commercial Asset Finance application, you will select “Business” or “individual” as the Application Type.
If you have selected “Individual” this will likely be for a Sole trader. When it asks “is this for more than 50% business use” Select Yes for commercial applications.
If you have a Company, Trust or Partnership as the applicant, ensure you select “Business” as the application type.
For example, if your customer is a sole trader and not a Director of a company, then select individual then select Yes when prompted if the asset is being used more than 50% for business purposes.
Select the relevant Product Type.
Applicant Details
Enter Organisation or individual details - if you have a returning customer, then their name will appear and you will be able to select them as the applicant.
If they are a new customer, then it will prompt you to create a new organisation or individual.
Lead Source & Lead Details
There are several lead sources that are selectable, ensuring you select the most accurate.
Adding an Introducer
To add an introducer when creating the deal, you must select a lead source such as “Referral - Private Introducer”. This will enable the allocation of an introducer contact that exists inside your
Then select Create Deal - you will be taken to the main application page.