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Client Savings & Finance

Client Savings & Finance

Owned by Julie Doyle-Whitelock (Deactivated)
Last updated: Feb 04, 2019

Client Savings Programme

The Client Savings Programme screen is used to manage the savings requirements for a job, including the forecast values of the applications and a work flow of the progress of the savings programme.

If an existing forecast deposit exists, click Yes if the Delete Existing Forecast Deposits confirmation prompt appears.

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.

Client Deposit Programme

The Client Deposit Programme screen is used to capture details about payments and deposits made towards the client's deposit programme.

Client Finance Application

The Client Finance Application screen is used to manage all information for a single finance application.

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.

Client Finance Income

The Client Finance Income screen is used to enter information for the finance application, including commission, quality, insurance, and deposit information.