Completing a Stand Alone Quote
Updated over a week ago

To complete a stand alone quote in the CAF CRM, follow the instructions below.

From the main navigation menu on the left select > QUOTE (the Calculator Widget)

Work through steps 1 to 3 (left to right) with the information required.

Note: Build Date is required to generate lender options. If you do not know the clients credit history, located in the drop down box of step 2 please select “good history”

This is the “Glass Guide” which provides a market valuation on vehicles, motorbikes and Trucks.

Once you have inputted the following –

The system will populate the correlating market information on the selected goods:

Choose Save, to save the data to the quote.

NOTE: It is not necessary to use the glasses guide to populate your quote.

Once the remaining details are inputted in the top quote section the lenders will automatically populate below displaying all relevant information.

The Information button on the right hand side shows you the required financial information for the selected lender. Once selected the requirements will be displayed in a bubble (to minimise the information bubble just select the I button again).

Select PDF quote to download and print your asset finance quote.

Select Proceed to Application if you are ready to progress to the application.

Edit the base rate

1. Enter details in the Quick Quote screen so results are displayed.

2. Select 'Edit Base Rate'. At this point a 'Base Rate' column will appear and the 'Pmt From Amfin' column is hidden. The 'Recalculate' button appears.

3. Update the Base Rate value for the lender in question.

4. Select 'Recalculate'.

Note:

If you change the scenario causing the results to change then you will need to update the base rate again. This is because the new scenario may have a different base rate.

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