What is the quoting tool?
The quoting tool on the CAF CRM allows you to populate, save and print a standard Commercial or Consumer Asset Finance quote for your client.
The quoting tool will download as a PDF file based on the options you have input. You can then save this PDF file on your computer and email the quote to your client if required.
How to download a quote
- Select the PDF Quote in the top left hand corner of the screen.
- Complete client details and select all or appropriate lender options for your client
- Press Download PDF Quote and Save the file to your computer.
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!
Click the following link to Completing a Stand Alone Quote