Updating Proposal Status
To finalise a deal with DealTrak, you will need to update the proposal status.
Please Note
Changing the status of a proposal to Paid Out (not delivered), Paid Out (delivered, Cancelled, Declined all lenders or Unsuitable Offer will move the proposal out of the pending deals queue.
Instructions | Screenshot |
To update the status on a proposal, you need to access the Update Proposal Status screen. You can do this: From within the proposal, using the Go To tab or From the All or Pending deals page, by clicking on the status in the Proposal Status column. | 
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From this screen you can change the proposal status using the dropdown menu. If you change the status to a Paid Out status, you will get extra options to confirm the figures on the proposal. Please Note To set a deal as Paid Out, you must have a sales person assigned to it |
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You can also assign or change the assigned Sales Person from this screen. |
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You can alter the Delivery Date and Paid Out Date (providing the proposal has been set as Paid Out) |
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You can assign or change both a dealer & introducer, including a specific contact. |
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You can also add comments to the proposal. Brokers Only Adding the comment from this screen allows you to send a note back to a dealer using the DealTrak system. When you have made all the relevant changes, you need to click the save button to store the information against the proposal. |
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