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...
In some cases, you may need to download the application as a PDF, to either send to the lender, or store within your own secured platforms. To Print Application, navigate to the “Actions” tab on the right hand side of the deal. Note* T...
At any stage of the application process, you can change the application type within the client's application. In some instances, this may happen when a sole trader changes their mind and would prefer to apply for a business loan, rather than ...
To capture your clients Preferences and Priorities navigate to the “Edit Application” function on the right hand side of the deal. Step 1 - Initial Preferences Step 1 will give you the ability to capture the Preferred loan amount, Pref...
Recording client data To capture your clients details navigate to the “Edit Application” function on the right hand side of the deal. Navigate to the People section Capture Client Data The People section of the applicati...
To send your client the CPD Document, navigate to the “Actions” tab on the right hand side of the deal & select “Generate CPD Document“ Client Preferences and Priorities & Lender Recommendation Client preferences and Prioritie...