- Calculate your quote as required.
- Click on the “Save” button (to save the quote for future reference).
- Add your client details (Name, Business Name, and Reference).
- Click on the “Download PDF” button.
- Select the applicable lender quotes you are happy to provide to your client.
- Include commissions – YES or NO (including commissions is not recommended)
- Click on “Download PDF” button.
BOLT will download a PDF file based on the above options you have selected.
You can then save this PDF file on your computer and/or email to your client.
Important: We strongly recommend you refrain from providing written quotes to clients as this often gives them a “shopping tool” to negotiate a better deal with another provider such as a bank, broker or car dealer.
This often leads to brokers losing the finance opportunity and possibly the entire client relationship to a competitor!