Generate a quick quote in QuickAF

QuickAF allows you to save, print and send a client quote by following these easy steps.

1. Select Quick Quote from the Partner Dashboard
   
2. Enter as much information as possible and adjust your quote as required
   
   
3. Click on the “PDF Quote” button at the top-right corner of the screen
4. Add your client details (Name, Business Name)
5. Deselect content you wish to be removed under Quote Options (see demo below)
6. Click on the “Download PDF Quote” button.
   

QuickAF 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 the quote to your client.

Note: We highly recommend you refrain from providing written quotes to a client as without a full application and assessing supporting documents, as this is just an estimate. This is also often used by customers as a “shopping tool” to negotiate a better deal with another provider such as a bank, competing broker or car dealer.

This often leads to brokers losing the finance opportunity and possibly the entire client relationship to a competitor!