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Custom Quote
Updated: October 9, 2007
Viewing Custom Quotes
Login to your Account Administration and navigate to this page:
Loan Apps> View Custom Quotes

Custom Quote

Step 1 Notification of new Custom Quotes will be sent via email to the address listed here.

Step 2Incoming Custom Quote requests are displayed with the client's name, the received date, the loan type. Click on the client's name to view the details of the request.


Custom Quote

Step 3When finished, click the check box to mark this request as complete and click Update.


Managing and Deleting Custom Quotes
Custom Quote

Step 4Only Custom Quote requests that are new or have not been marked as complete are displayed on this initial page. To view all of your submitted requests, click the ALL REQUESTS link.

Step 5To permanently delete a request, click the associated Delete link.
 
 
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