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The following article shows selecting templates for the emails These templates are examples only and you will need to create your own templates in TFS Administration |
Click on the links below to jump to the relevant section;
Capturing a prospect
Setting a followup for the new prospect.
Convert the quote to an application.
Submit the application.
Keeping your client updated.
Requesting a vendor invoice
You receive a telephone call from a potential client and you create a quote using the Quick Calculator function.
when you click Save you are offered the option of creating a new Client/Prospect.
Enter some basic information about the prospect.
Enter the prospects mobile and email address as this will allow you to communicate via SMS and email from TFS.
If required you can create a contact for the prospect. When you have finished click on the Finish button.
The quote is then allocated to the new prospect.
Once you have created the quote you can email it to your new prospect direct from TFS using Smartlodge.
Click on Email Quote(s)
Select the quote and click Next.
Specify the report content and click Next
When you come to email recipients screen select the contact that you want to email and click on the To button
An email will then be created with the quote attached to it
You can then select a template by clicking on the 
button against Template. You will then see the available quote email templates.
(Note you create templates in TFS Administration.)
A comment will be made against the prospect
Create a followup and link it to the quote
When the follow-up is due TFS will show a reminder with a link to the quote
When you click on the Select Quote button the prospect and quote will be loaded.
When the prospect is ready to move forward with the application go to the Client \ Quotes screen and select Convert
Click on Yes to convert the quote to an application.
You can then go an edit the goods record to put in the relevant information. If you record the vendor and the contact you will be able to email them from the system.
When you are ready to submit the application (Non-electronic submission) you can use Smartlodge
Choose the reports that you wish to include
If required select any client linked files;
Select the financier contact;
Check the details are correct
When you click send a comment is created
You could now send your client an SMS to let them know that the application has been submitted. SMS messages can be sent from the Communicate option in the Client / Contacts screen.
You can also select email and send them an email
At this point, you could create a follow-up for yourself for any emails that you send that require client actions.
As you application progresses you can update the client via SMS or email as required.
If the application requires a vendor invoice you can use the communicate option to send the request or you could go to the Application Service Providers screen and click on the email icon next to the contact;
If you have a template for this then select it;
Click to return to topOver the past couple of years, The Finance Shop has introduced some major new features that make managing your clients and their applications even easier. This section has several articles showing how you can use The Finance Shop to better manage your business.