The Home screen is the primary screen from which to create new clients and applications. Use the Client Search box to
search for existing clients. The drop-down list allows you to select any user in the system. This list is only available to
Administrators and will only display users who have access to applications.
Quick quotations and new clients can be created on this screen. New applications for available clients can be added by
clicking the Plus icon in the Options Column. New clients and applications are applied to the currently selected user.

The Plus and Minus buttons can be used to expand or contract the application list. The expanded application list displays
basic details about the application, such as the description, amount and an indicator that displays whether the application
has been submitted to the broker.
The following filter options are also available:
- Show Inactive Clients: Deleted clients are made inactive and disappear from the page. Ticking this setting will
  display all clients, including previously deleted clients. Deleted clients can be reactivated.
- Show Submitted Applications: When an application is submitted, a submitted date is recorded against the
  application and it will be hidden from the page. This filter will display any submitted applications.
  Submitted applications cannot be edited or reactivated but can be copied and re-submitted
- Show Inactive Applications: Deleted applications are made inactive and disappear from the page. Ticking this
  setting will display all applications, including previously deleted applications. Deleted applications can be reactivated.

Procedures

Used to estimate a financial solution for the value of an item. Quick quotes can be printed.

Click Quick Quote.The Calculator page will be displayed
Enter the calculation details.
Click the Calculator button to perform calculations. The results of calculations will be displayed in the right-hand panel.
The quote can be printed by clicking Print.

Click the Plus button against the client for which an application is to be created. The Calculator page will be displayed.
Enter the calculation details
Click the Calculator button to perform calculations.
Select the Application tab
Enter the required details
Select the Calculator tab.
Before submitting the application to the broker, save the application by clicking the Save button.
Click Submit Application/Quote to submit the application to the broker.

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