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If an existing forecast deposit exists, click Yes if the Delete Existing Forecast Deposits confirmation prompt appears. |
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Client Savings Programme Details
The Client Savings Programme Details screen is used to capture details about payments and deposits made towards the client's savings programme.
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Client Deposit Programme
The Client Deposit Programme screen is used to capture captures details about payments and deposits made towards to the client's deposit programme.
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Client Finance Application
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It is possible to enter information for a number of finance applications by creating a separate file for each application. The advantage of this feature is the ability to 'shop around' for the best finance deal. This eliminates the need to re-enter a client's personal and finance application information for each application, giving greater flexibility to the way in which a client's information is managed.
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Client Finance Income
The Client Finance Income screen is used to enter information for the finance application, including commission, quality, insurance, and deposit information.
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