Creating a Client for Mortgage and Protection. Click here to enter a new client.

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Presentation transcript:

Creating a Client for Mortgage and Protection

Click here to enter a new client

Click here to create the client

Click here to create an IDD

Click here to go to next page

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 your Mortgage 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 your Mortgage Sourcing Software - Click here to continue

As the client you created was for Mortgage and Protection the Key has automatically fired up Assure Web 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 produced one quote for mortgage and one for insurance