QuickAF allows you to save, print and send a client quote by following these easy steps.
- Select Quick Quote from the Partner Dashboard
- Enter as much information as possible and adjust your quote as required
- Click on the “PDF Quote” button at the top-right corner of the screen
- Add your client details (Name, Business Name)
- Deselect content you wish to be removed under Quote Options (see demo below)
- 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!